Client Retirement Plans Analyst Specialist

Job Description

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the role

Consult with clients on nondiscrimination testing methodology and analyze data provided to ensure complete and accurate annual test results. 

What you will be doing

• Understand and apply concepts of ERISA nondiscrimination testing, to include 402(g) Elective Deferral Limit, 415(c) Annual Additions, 401 (k) ADP, 401(m) ACP, 410(b) Coverage, 416 Top Heavy, and 414(s) Compensation testing.
• Clearly and proactively articulate testing related information, deadlines, and expectations with clients.
• Accurately research and interpret individually designed and prototype plan documents to correctly apply plan provisions for testing.
• Gather and analyze plan data for reasonableness, completeness, and accuracy before performing testing.
• Implement critical thinking skills to generate accurate testing reports using Excel and Relius Administration systems.
• Apply testing and regulatory knowledge to help educate internal and external clients about the testing process and testing outcomes, as well as presenting alternative testing or correction methods as appropriate.
• Perform all duties in adherence with industry, organizational and regulatory standards.
• Maintain individual book of business throughout the year, while balancing competing priorities with strict internal and regulatory deadlines.
• Other related duties assigned as needed.

What you bring

• Recent 2-4 years of experience in the nondiscrimination testing space.
• Ability to clearly understand and apply concepts of ERISA nondiscrimination testing including 402(g) Elective Deferral Limit, 415(c) Annual Additions, 401 (k) ADP, 401(m) ACP and 410(b) Coverage testing.
• Ability to clearly understand and apply concepts of 416 Top Heavy and 414(s) Compensation testing.
• Deep understanding of U.S. retirement plans requirements.
• Experience reading and understanding legal documents relating to employee benefits plans.
• Strong computer skills with working knowledge of Microsoft Office applications.
• Working knowledge of Relius Administration system.
• Strong level of organization, attention to detail and accuracy.
• Excellent client service skills used to build high levels of satisfaction for internal and external clients.
• Effective analytical and problem-solving skills.
• Advanced written and verbal communication skills.

What we offer you

• As part of FIS, we expect you to bring your best every day. That’s why we’ll reward you with exceptional benefits that include:
  • Ample development resources to help advance your skill.
  • Opportunities to face the biggest challenges in financial services and technology.
  • The time to give back to local charities in your community.
  • A collegial environment where collaboration, flexibility and respect are top of mind.

FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $80,960.00 - $131,960.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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