While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. M ust be eligible to work in the US without employment sponsorship. Direct Hire only, no third-party agency applications, please.
Job Description
Job Title: Senior Analyst, Plan Terminations
Department: Regulatory Oversight
FLSA Status: Exempt
Job Status: Full-Time
Reports To: Christina Kins, Director Regulatory Disclosures
Positions Supervised: None
Position Summary
The Senior Analyst, Plan Terminations serves as the subject matter expert and process owner for plan termination activities. This role independently manages the end-to-end lifecycle of plan termination projects, including single-employer plan terminations, MEP and PEP terminations, and spin-off and termination transactions associated with employers exiting multiple employer plans (MEPs) and pooled employer plans (PEPs).The Senior Analyst exercises discretion and independent judgment to interpret plan provisions, evaluate facts and circumstances, and determine or recommend appropriate resolution paths within established authority. The Senior Analyst demonstrates expertise in retirement plan administration, plan operations, and plan documents to evaluate termination requests, identify required actions, resolve issues, and ensure plan terminations are completed accurately and in accordance with established requirements.
The Senior Analyst is also responsible for the review and management of Exit Policy Forms, including evaluating client intent, gathering or clarifying information as needed, independently determining the appropriate exit type and workflow within established authority. The role works with internal departments and clients throughout the termination process and contributes to the continued improvement of plan termination procedures, workflows, quality controls, reporting, and technology solutions.
Essential Functions
Plan Termination Management
· Manage plan termination projects from initial request through final plan closeout.
· Interpret plan documents and applicable requirements; evaluate plan, client, and operational information; determine the appropriate termination approach and required actions; and ensure necessary information and documentation are obtained.
· Develop and manage termination project plans, monitor progress and outstanding requirements, and ensure appropriate follow-up through completion.
· Analyze and resolve complex or unusual termination issues, make recommendations or decisions within established authority, and escalate matters that present significant legal, compliance, financial, or client risk.
· Coordinate preparation, review, execution, and maintenance of plan termination documentation and related records.
Exit Policy Form Management
· Review and manage Exit Policy Forms to understand client intent and determine the appropriate exit type and workflow.
· Identify missing or inconsistent information and obtain additional information or clarification as necessary.
· Code retirement plans according to the determined exit intent using approved company coding standards.
· Maintain appropriate tracking and documentation of Exit Policy requests and related determinations.
Client and Cross-Functional Management
· Manage a complex, cross-functional workflow to ensure all required plan termination tasks are completed.
· Communicate with clients regarding termination requirements, outstanding information, project status, and next steps.
· Work across internal departments to facilitate completion of termination-related activities and resolve outstanding issues.
· Serve as a subject matter resource for internal questions related to plan termination processes and assigned exit matters.
Quality and Process Improvement
· Perform quality reviews and maintain accurate documentation of termination projects, decisions, communications, and completed activities.
· Develop and maintain plan termination procedures, workflows, templates, checklists, and other process documentation.
· Independently identify, recommend, and lead approved improvements tothe efficiency, consistency, tracking, reporting, and scalability of plan termination processes, including technology and workflow enhancements.
· Assist with training and knowledge sharing related to plan termination and Exit Policy processes.
· Other duties as assigned.
Qualifications
· Demonstrates expertise in retirement plans and retirement plan administration.
· Demonstrates expertise in 401(k) plan operations and plan documents.
· Proven ability to review and interpret plan and client information and determine appropriate next steps.
· Strong analytical and problem-solving skills.
· Strong project management and organizational skills.
· Proven ability to independently manage complex projects and multiple priorities through completion.
· Strong attention to detail and commitment to accuracy.
· Excellent written and verbal communication skills.
· Ability to collaborate effectively across departments and influence outcomes without formal authority.
· Proven ability to work independently, exercise sound judgment, and recognize when matters require escalation.
· Proficiency in Microsoft Office applications.
· Experience with Relius and Salesforce administration systems preferred.
Experience
· Minimum of 5years of progressively responsible retirement plan administration, operations, or related retirement industry experience required.
· Demonstrated experience interpreting qualified retirement plan documents, applying operational and regulatory requirements, and resolving complex plan administration issues.
· Experience managing projects or coordinating work across multiple functional areas preferred.
· Client-facing experience preferred.
· PEP/MEP experience is preferred.
Education
· Bachelor's degree preferred. Equivalent combination of education and experience considered.
Certifications
· Retirement industry designation preferred.
·
Work Environment
· Extended sitting and computer work
· For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment.
Job Description Disclaimer
This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties and responsibilities may change at any time based on business needs.
The Power of WE
WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.
WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.
WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity.
What’s in it for you Package
This role will have a base pay range of $70,000 - $85,000 . Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for an annual performance bonus.
Other perks in the total rewards package are :
• Flexible work environment
• Participation in Personal Annual Performance Bonus incentive program
• Medical, Dental, Vision, and Life Insurance
• 75% employer coverage of Medical Premiums
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years
• Tuition Reimbursement up to $5,250/year
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
• Paid Parental Leave
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP)
Slavic401k is an Equal Opportunity Employer
Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Job Description
Job Title: Senior Analyst, Plan Terminations
Department: Regulatory Oversight
FLSA Status: Exempt
Job Status: Full-Time
Reports To: Christina Kins, Director Regulatory Disclosures
Positions Supervised: None
Position Summary
The Senior Analyst, Plan Terminations serves as the subject matter expert and process owner for plan termination activities. This role independently manages the end-to-end lifecycle of plan termination projects, including single-employer plan terminations, MEP and PEP terminations, and spin-off and termination transactions associated with employers exiting multiple employer plans (MEPs) and pooled employer plans (PEPs).The Senior Analyst exercises discretion and independent judgment to interpret plan provisions, evaluate facts and circumstances, and determine or recommend appropriate resolution paths within established authority. The Senior Analyst demonstrates expertise in retirement plan administration, plan operations, and plan documents to evaluate termination requests, identify required actions, resolve issues, and ensure plan terminations are completed accurately and in accordance with established requirements.
The Senior Analyst is also responsible for the review and management of Exit Policy Forms, including evaluating client intent, gathering or clarifying information as needed, independently determining the appropriate exit type and workflow within established authority. The role works with internal departments and clients throughout the termination process and contributes to the continued improvement of plan termination procedures, workflows, quality controls, reporting, and technology solutions.
Essential Functions
Plan Termination Management
· Manage plan termination projects from initial request through final plan closeout.
· Interpret plan documents and applicable requirements; evaluate plan, client, and operational information; determine the appropriate termination approach and required actions; and ensure necessary information and documentation are obtained.
· Develop and manage termination project plans, monitor progress and outstanding requirements, and ensure appropriate follow-up through completion.
· Analyze and resolve complex or unusual termination issues, make recommendations or decisions within established authority, and escalate matters that present significant legal, compliance, financial, or client risk.
· Coordinate preparation, review, execution, and maintenance of plan termination documentation and related records.
Exit Policy Form Management
· Review and manage Exit Policy Forms to understand client intent and determine the appropriate exit type and workflow.
· Identify missing or inconsistent information and obtain additional information or clarification as necessary.
· Code retirement plans according to the determined exit intent using approved company coding standards.
· Maintain appropriate tracking and documentation of Exit Policy requests and related determinations.
Client and Cross-Functional Management
· Manage a complex, cross-functional workflow to ensure all required plan termination tasks are completed.
· Communicate with clients regarding termination requirements, outstanding information, project status, and next steps.
· Work across internal departments to facilitate completion of termination-related activities and resolve outstanding issues.
· Serve as a subject matter resource for internal questions related to plan termination processes and assigned exit matters.
Quality and Process Improvement
· Perform quality reviews and maintain accurate documentation of termination projects, decisions, communications, and completed activities.
· Develop and maintain plan termination procedures, workflows, templates, checklists, and other process documentation.
· Independently identify, recommend, and lead approved improvements tothe efficiency, consistency, tracking, reporting, and scalability of plan termination processes, including technology and workflow enhancements.
· Assist with training and knowledge sharing related to plan termination and Exit Policy processes.
· Other duties as assigned.
Qualifications
· Demonstrates expertise in retirement plans and retirement plan administration.
· Demonstrates expertise in 401(k) plan operations and plan documents.
· Proven ability to review and interpret plan and client information and determine appropriate next steps.
· Strong analytical and problem-solving skills.
· Strong project management and organizational skills.
· Proven ability to independently manage complex projects and multiple priorities through completion.
· Strong attention to detail and commitment to accuracy.
· Excellent written and verbal communication skills.
· Ability to collaborate effectively across departments and influence outcomes without formal authority.
· Proven ability to work independently, exercise sound judgment, and recognize when matters require escalation.
· Proficiency in Microsoft Office applications.
· Experience with Relius and Salesforce administration systems preferred.
Experience
· Minimum of 5years of progressively responsible retirement plan administration, operations, or related retirement industry experience required.
· Demonstrated experience interpreting qualified retirement plan documents, applying operational and regulatory requirements, and resolving complex plan administration issues.
· Experience managing projects or coordinating work across multiple functional areas preferred.
· Client-facing experience preferred.
· PEP/MEP experience is preferred.
Education
· Bachelor's degree preferred. Equivalent combination of education and experience considered.
Certifications
· Retirement industry designation preferred.
·
Work Environment
· Extended sitting and computer work
· For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment.
Job Description Disclaimer
This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties and responsibilities may change at any time based on business needs.
The Power of WE
WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.
WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.
WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity.
What’s in it for you Package
This role will have a base pay range of $70,000 - $85,000 . Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for an annual performance bonus.
Other perks in the total rewards package are :
• Flexible work environment
• Participation in Personal Annual Performance Bonus incentive program
• Medical, Dental, Vision, and Life Insurance
• 75% employer coverage of Medical Premiums
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years
• Tuition Reimbursement up to $5,250/year
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
• Paid Parental Leave
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP)
Slavic401k is an Equal Opportunity Employer
Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Sr. Analyst, Plan Terminations - WORK FROM HOME - US ONLY in Remote at Unknown Company
This position is listed as full time and able to be worked remotely.