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Service line - Position Title: Retirement Senior Position
About Global Delivery Services
Global Delivery Services refers to EYs worldwide network of service delivery centers. The GDS team plays an important role in EYs strategy by ensuring effective support to EYs growth agenda.
Our journey started in 2002 with approximately 200 people. Today we stand at 80000 professionals in ten locations around the world. We operate in Argentina China Hungary India Philippines Poland Sri Lanka Mexico Spain and the United Kingdom.
Client service is focused on providing Consulting Assurance Tax Strategy & Transactions and Knowledge support to our clients around the world. The teams enable account teams worldwide to provide seamless high-quality value-added support helping deliver exceptional client service.
Enablement Services provides cost-effective high-skilled and innovative services to support EYs global and local enablement teams. Markets BMC AWS Finance and Accounting Risk Management Procurement People Shared Services IT Service Delivery and IT Global Infrastructure services are among the services offered by Enablement Services.
Our innovation specialists serve the GDS Client Service and Enablement Services teams along with Service Lines Core Business Services and Sectors. The team brings the desired environment technologies and skilled teams together for facilitation rapid prototyping and innovative thinking. The competencies offered include analytics digital user experience mobile technology infrastructure Microsoft technologies and open innovation.
The Opportunity
- Defined Benefits Operations (E.g. - Benefits calculations Benefits Review) Benefits Calculation for Retirement Termination Disability Death Divorce.
- ERISA Compliance - US Retirement Plan Testing (ADP & ACP Testing Corrective Distribution) & Reporting experience.
- Money in and Loans -Must have experience in handling money in & Loan related activities i.e. Check processing contribution loan initiation Loan repayments re-amortization etc.
- Deep understanding of in-plan guaranteed income products such as annuities embedded within defined contribution plans (e.g. target date funds with income guarantees).
- Experience in designing or evaluating protected retirement solutions through insurance-wrapped investment vehicles.
- Exposure to recordkeeping platform enhancements to support in-plan income features including income projection tools guarantee tracking and participant-level income illustrations.
- Disbursements: Distributions/Disbursements such as Hardship withdrawals QDRO RMD In-service distributions loans or experience in processing 401K contribution loan repayments etc.
- Understanding of business rules of Payout Qualified/Non-Qualified Plans Roth Conversion Roth IRA Fiduciaries Defined contribution Defined Benefits/Pension
- Exposure to Pension Benefit Guaranty Corporation (PBGC) study and Public Pensions
- Understanding of plan administration group and account setup eligibility
- Understanding of Vesting rules and Investment management
- Experience supporting or leading PMO functions for large-scale retirement transformation programs including project planning milestone tracking risk management and stakeholder reporting.
- Proven ability to coordinate across business technology and vendor teams ensuring alignment with project timelines scope and quality standards in retirement platform implementations or upgrades.
- Responsible for decision-making optimizing processes resource management and overseeing team management as needed for task execution.
- Accountable for allocating personnel supervising team members assigning tasks ensuring that the team has the necessary tools and support to succeed in their roles and optimizing and evaluating their performance to meet organizational goals.
Skills and attributes for success
Consulting Skills
- Experience in creating business process map for future state architecture creating WBS for overall conversion strategy requirement refinement process in multi-vendor engagement.
- Requirements Gathering Elicitation writing BRDs FSDs. Conducting JAD sessions and Workshops to capture requirements and working close with Product Owner.
- Work with the client to define the most optimal future state operational process and related product configuration.
- Define scope by providing innovative solutions and challenging all new client requirements and change requests but simultaneously ensuring that client gets the required business value.
- Elaborate and deliver clearly defined requirement documents with relevant dataflow and process flow diagrams.
- Work closely with product design development team to analyse and extract functional enhancements.
- Provide product consultancy and assist the client with acceptance criteria gathering and support throughout the project life cycle.
Technology Skills -
- Experienced in data migration projects ensuring seamless transfer of data between systems while maintaining data integrity and security.
- Skilled in data analytics utilizing various tools and techniques to extract insights and drive informed decision-making.
- Strong understanding of data governance principles and best practices ensuring data quality and compliance.
- Collaborative team player able to work closely with stakeholders and technical teams to define requirements and implement effective solutions.
- Industry certifications (ASPPA/LOMA/ RPF) will be added advantage.
- Experience on these solutions is preferrable.
- ALIS
- OMNI
- Relius
- NeoSpin
- Vitech
- TRAC
We expect you to work effectively as a team member and build good relationships with the client. You will have the opportunity to expand your domain knowledge and skills and will be able to collaborate frequently with other EY professionals with a wide variety of expertise.
What we offer you
At EY well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
Are you ready to shape your future with confidence Apply today.
To help create an equitable and inclusive experience during the recruitment process please inform us as soon as possible about any disability-related adjustments or accommodations you may need.
- Our Commitment: As a commitment we persistently endeavour to embody our values fulfil our purpose and champion inclusiveness. Our dedication is to cultivate EY into an environment where diverse perspectives are celebrated creating a supportive atmosphere for individuals to authentically be themselves and contribute their utmost.
- Professional Development: From entry-level employees to senior leaders we believe in continuous learning. We offer opportunities to build new skills take on leadership roles and connect and grow through mentorship.
- People and Culture: In our dynamic workplace diversity equity and inclusiveness are ingrained in our culture. Were united by a commitment to create an environment where every individuals differences are valued practices are equitable fostering a sense of belonging. Our shared values include integrity respect teaming inclusiveness energy enthusiasm courage to lead and building relationships based on doing the right thing.
- Benefits: Embark on a transformative career journey with us and indulge in a suite of premium benefits encompassing exclusive health and wellness packages enticing rewards and cutting-edge learning opportunities that empower you to continually grow and excel in your professional and personal development.
- How to Apply: If you are passionate to join us and are aligned with our commitment to building a better working world we invite you to apply by completing our user-friendly form with personal and professional information and by providing your consent to data privacy.
Successful candidates advance to a competency-based interview. If mutual interest persists a job offer awaits.
We are an equal opportunity employer and are committed to Diversity Equity & Inclusion.
EY Building a better working world
EY is building a better working world by creating new value for clients people society and the planet while building trust in capital markets.
Enabled by data AI and advanced technology EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance consulting tax strategy and transactions. Fueled by sector insights a globally connected multi-disciplinary network and diverse ecosystem partners EY teams can provide services in more than 150 countries and territories.
Required Experience:
IC
Employment Type : Full Time
Experience: years
Vacancy: 1
