Infosys McCamish Systems · 1 month ago
Associate Retirement Services Specialist
Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff
9+ years expInfosys McCamish Systems is a subsidiary of Infosys BPM Limited, located in Atlanta, Georgia, specializing in Life Insurance and Retirement Services. The Consultant - Implementation Specialist role involves assisting clients with transitioning Non-Qualified Deferred Compensation plans and requires strong knowledge of plan conversions and setup.
Insurance
No H1B
U.S. Citizen Only
Responsibilities
Read, comprehend, and extract retirement plan provisions from the plan’s Legal Plan Document
Translate plan provisions to our internal documentation template(s), used to setup the plan on VPAS®BPA
Setting up NQDC plans on VAPS®BPA based on the plan provisions noted in the Legal Plan Document
Convert and audit participant records from prior Recordkeepers to our VPAS®BPA platform
Partner with and attend weekly (or as scheduled) Underwriting calls with the client to discuss plan provisions for potential new business
Document any plan provisions that require manual intervention or special handling for on-going plan administration
Establish a collaborative plan handoff meeting that includes our internal admin team members and the corresponding client’s team members
Identify opportunities to streamline existing processes
Provide consultative services on best practices to our clients and Plan Sponsors
Adhere to agreed-upon timelines to meet go live dates, while also being flexible to changes to project timelines
Meet and exceed client expectations (both institutional and Plan Sponsor levels)
Adhere to Service Level Agreements as they pertain to Underwriting, Plan Implementations, and Plan Conversions
You must be a self-starter/motivator
Qualification
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 9 years of experience related to the job description
Preferred
Five (5) years of experience in the functional area of Implementation, underwriting, and data conversion for NQDC, 403(b), 457(f) and 457(b) plans
Five (5) years of experience in a client-facing role, interacting with a range of contacts that include the day-to-day to senior level contacts
Five (5) years of experience with plan processing and administration of NQDC plans. Defined Contribution plans, 403(b), 457(b), and 457(f) plans a plus
Strong sense of ownership and accountability
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
Company
Infosys McCamish Systems
Infosys McCamish Systems, a U.S.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Rich Magner
CEO and Managing Director
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