SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Manager, Plan Design

Location: Hybrid

Get To Know The Team: SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals.

The Plan Design Team provides document and regulatory services for Retirement Solutions. The Plan Design Specialists focus on providing consultative services for qualified retirement plans, including but not limited to, pre-sale support, post-sale support, document design, amendments, restatements and regulatory changes. The Plan Design Specialists utilize their ERISA knowledge and experience to design a plan or make recommendations that meet the company’s goals and objectives. The Plan Design Specialists work closely with associates in Plan Administration, Plan Implementation & Conversion and Reporting & Testing.

Why You’ll Love It At SS&C!

Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeansYour Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company HolidaysYour Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and moreDiversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on DiversityTraining: Hands-On and Customized by your Team, including Technical and E-Learning ResourcesExtra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Will Get To Do:

Manages and leads the plan design team, ensuring adequate staffing levels, promoting employee training and development, and ensuring compliance with company human resources management policies and programs and/or improving workflows.Communicates with client(s) regularly. Identifies and responds to sensitive client issues and problems; resolves problems, by explaining procedures or systems capabilities. Participates in the development and achievement of department goals in conjunction with upper management; implements strategies and procedures to improve service levels, productivity, and the cost-effectiveness of department operations; monitors results, and keeps management informed. Implements new plans and/or enhances existing plans by coordinating resources with internal and external resources.Ensures training and development of direct reports. Monitors performance: evaluates and adjusts training needs as necessary; provides frequent and regular feedback.Directs the preparation of quality and productivity status reports for upper-level management; provides detailed analysis and recommendations.Provides input to the budgeting process as directed by the officer. Operates within approved budget guidelines, controls operating costs, and makes recommendations for reducing expenses; prepares periodic status reports for management.Manages and performs special projects, including Year-End.

The Impact You Will Make:

Bachelor's degree or equivalent combination of education and work experience requiredMust have at least five years of retirement service Management experience.Exhibit expertise and knowledge of the Employee Retirement Income Security Act (ERISA) and related Department of Labor (DOL) and Internal Revenue Service (IRS) regulations.Subject matter expert in plan design and documentation language, including having familiarity with prototype and volume submitter documents.Thoroughly comprehend all plan types, including 401(k), profit sharing, money purchase, 403(b), 457, and cross-tested plans.Solid computer skills and general knowledge of qualified plan systems like TRACStrong communication skills - Ability to communicate concisely and effectively verbally and in writingPrepare detailed plan reviews and discuss the workflow with internal and external parties.Analytical and problem-solving skills - Displays keen attention to detail in analyzing and evaluating issues and providing expert guidance regarding actual and potential problems.Able to work in the local office 6 days per month – REQUIRED

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. 

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.