About Voya:

Voya India (earlier VFISLK) started out as a joint venture between U.S. financial services company Voya Financial and SLK, a software services company and is head quartered at Bangalore. As of Aug 2023, we are a wholly owned subsidiary of Voya Financial. We are a dynamic technology & business process transformation company that provides world-class technology & business process management services, with an emphasis on quality, speed & optimization driven through automation.

We support and deliver innovative solutions to Voya’s Retirement, Employee Benefits, and Investment Management businesses.

More information about us is available at: https://www.voyaindia.co

Role Summary

The ERISA Analyst is responsible for the completion of non-discrimination testing (ADP/ACP, 415, 410(b),

Top Heavy), execution of test cure strategies and delivery of signature ready Form 5500s for Voya clients.

Roles & Responsibility:

Complete non-discrimination testing and Form 5500 preparation for plans within prescribed regulatory deadlines. Provide assistance to relationship managers and clients regarding data inconsistencies or gaps, test results, and less complex projected testing results.



Work with client and client auditors to resolve inquiries regarding Form 5500

reporting requirements.

Develop for review the testing/reporting strategy and implement Omni/ASC system requirements. Prepare audit packages as needed in support of the Form 5500 filing process.

Perform quality review of testing/reporting prepared by other team members.

Validate methodology, data and plan level parameters to ensure accurate testing/reporting for all clients.

Under the direction of an ERISA Consultant, assist in the development and execution of cure strategies for failed tests and/or in response to projected testing results. Prepare calculation of return-of-excess amounts and attributable earnings, QNEC/QMAC,

recharacterization of amounts to after-tax or catch-up as permitted by plan design.

Education

Graduation

Primary Skill:

Retiement Domain Experience is must

Strong Written Communication

Excellent Verbal Communication

Excellent Client Management Skills

Partnership and Client Relationship Management

Engaging

Secondary Skill:

Solid technical aptitude of MS Office with solid excel

Form 5500

Location:

Bangalore

📌 Senior Associate (India)
🏢 Voya Financial
📍 India