Retirement Plan Operations Specialist

Job not on LinkedIn

🕒 February 25

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

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Smart IMS Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏢 Enterprise

☁️ SaaS

Enterprise • SaaS • Cloud Services

Smart IMS Inc. is an enterprise IT solutions and services company that specializes in end-to-end technology solutions. With over 30 years of experience, the company partners with industry leaders around the globe to spearhead technological transformation across sectors. Smart IMS provides a diverse portfolio of services including application management, infrastructure management, digital transformation, cloud services, and cybersecurity. They work with clients in the banking and financial services, insurance, life sciences, non-profit, and government sectors, among others, helping them modernize and optimize operations. The company emphasizes seamless user experiences and managed solutions to enable enterprise application transformation and digital innovation. Their global presence spans over 50 countries across Europe, Asia, and the United States.

📋 Description

• Review, research, and process routine retirement plan transactions • Process enrollments, contributions, distributions, and corrections accurately • Monitor and manage incoming work queues to ensure timely completion • Maintain strict confidentiality of participant and plan sponsor data • Provide routine technical retirement plan information to internal and external stakeholders • Escalate issues to senior team members or management as appropriate • Support departmental and enterprise initiatives and contribute to continuous process improvement • Ensure compliance with all state and federal regulations and company policies

🎯 Requirements

• Minimum 2–3 years of recent retirement services experience • Direct experience with employer-funded plans such as 401(k), 403(b), and 457 plans • Strong background in processing transactions including enrollments, contributions, distributions, and money movement (in/out) • Experience handling corrections and complex transaction processing • Prior experience with major retirement service providers such as Voya, AIG, Empower, TIAA-CREF, or Fidelity • Annuities experience is a plus • Experience with Excel (including spreadsheets and macros) and systems such as SSNC/Smartdesk Track

🏖️ Benefits

• Health insurance • Retirement plans