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Infosys McCamish Systems · 1 week ago

Retirement Services Specialist

Atlanta, GA

Full-time

Onsite

Senior Level

6+ years exp

Infosys McCamish Systems is the Life Insurance and Retirement Services subsidiary of Infosys BPM Limited, located in Atlanta, Georgia. The Associate Consultant - Implementation Data Specialist will be responsible for reviewing and evaluating participant data records for Non-Qualified Deferred Compensation plans, mapping the data to the appropriate plan structure, and collaborating with the Implementation Specialist to ensure a smooth data transition.

Insurance

No H1B

U.S. Citizen Only

Responsibilities

Review and decipher prior service provider’s participant data for NQDC plans

Structure the data into categories based on Legal Plan Document (LPD) provisions, including current, grand-fathered, and amended LPD provisions

Building data load files based on the VPAS®BPA load schemas

Account for all corresponding participant elections

Outline and document all missing participant elections with detail

Document all outlying data or participant elections that do not conform to LPD, amendments, etc

Loading data files to the respective plan setup on VPAS®BPA

Resolve any data loading errors to ensure compliance with 409A

Perform quality checks and reconciliation between prior service provider’s data and the data loaded to VPAS®BPA

Read, comprehend, and extract retirement plan provisions from the plan’s Legal Plan Document

Partner with and attend weekly (or as scheduled) Underwriting calls with the client to discuss plan provisions for potential new business

Participate in the collaborative plan handoff meeting and explain how the data was parsed and loaded

Identify opportunities to streamline existing processes

Provide consultative services/recommendations on best practices

Adhere to agreed-upon timeline to meet deadlines, while being flexible to changes to project timelines

Strong sense of ownership and accountability

Meet client deliverable timeframes

Adhere to Service Level Agreements as they pertain to Underwriting, Plan Implementations, and Plan Conversions

Self-Starter / Motivator

Qualification

NQDC plan processingData conversionVPAS®BPA systemClient-facing experienceAnalytical skillsService quality sensitivityCommunication skillsOrganizational skillsSelf-starter

Required

Bachelor's Degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education

Minimum 6 years of experience related to the job description

Preferred

Three (3) to four (4) years of experience in the functional area of Implementation, underwriting, and data conversion for NQDC, 403(b), 457(f) and 457(b) plans

Two (2) to three (3) years of experience in a client-facing role

Three (3) years of experience with plan processing and administration, preferably NQDC and/or Defined Contribution plans

Strong written and verbal communication skills

Strong analytical skills

Excellent organizational and follow through skills

High level of sensitivity to service and quality

In-depth understanding of NQDC plan processing and administration under 409A

Must have a strong aptitude to learn the McCamish Systems VPAS®BPA recordkeeping system