Client Retirement Plans Analyst at FIS (East Bay)

| East Bay
Sorry, this job was removed at 7:48 a.m. (CST) on Thursday, January 27, 2022
Find out who's hiring in San Francisco, CA.
See all Operations jobs in San Francisco, CA
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Job Description
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the team
FIS empowers small to large retirement plan providers around the globe with a comprehensive, integrated suite of retirement solutions. Our industry-leading offering includes an extensive selection of technology and services. From record keeping technology and plan administration and compliance solutions, to financial wellness that supports all aspects of retirement services business and positions our clients for future growth. We are looking for a talented resource, who is comfortable working multiple appropriately prioritized issues and/or projects at a time. One who desires to be a part of this global dynamic retirement technology team where they will grow personally, technically and professionally.
What you will be doing
As a Client Retirement Plans Analyst Senior, you will be responsible for providing pre-approved plan document services to new and existing clients. You will review the plan document for prospective and new clients and determine whether the design can be accommodated by the pre-approved plan document and/or if plan design changes may be necessary. You will also review requests for plan design changes to confirm requirements are clearly documented and may consult with clients and/or business partners regarding such changes, including how such changes impact the operation of the plan and related administrative procedures.
  • Review plan documents and consult directly with clients, advisors, attorneys, and internal partners regarding preferred practices, protected benefits, and to confirm plan provisions during the conversion process and/or for subsequent plan design changes
  • Identify plan provisions that may not be supported by the pre-approved plan document or product offer and consult with clients and related parties to identify alternative solutions
  • Enter plan provisions in plan document and/or recordkeeping systems and tools, as applicable, and draft pre-approved plan document and amendment packages per client specifications and in accord with IRS and/or DOL requirements and internal operating procedures
  • Ensure IRS submission package, summary plan descriptions, administrative forms, and plan administrator guides, as applicable, accurately reflect the terms of the plan
  • Review plan-directed service requests, consult with internal partners and peers as needed to gather and confirm requirements, and accurately draft and deliver amendments and ancillary documents. May perform peer reviews of deliverables prepared by other members of the team
  • Regularly and consistently monitor workflow systems for new and existing projects, and update to reflect progress and current status; prioritize tasks appropriately according to due dates, complexity, and status
  • Develop or update internal operating procedures as needed
  • Troubleshoot technology issues experienced with systems primarily used by the team and escalate as appropriate for technical support
  • Other related duties assigned as needed.

What you bring:
  • Bachelor's degree in business administration or equivalent combination of education and related experience.
  • Demonstrated experience reading and understanding legal plan documents, regulations, and guidance relating to employee benefits plans, and understanding U.S. retirement plan requirements.
  • Demonstrated ability to apply knowledge of plan design principles to plan administration and operations
  • Demonstrated proficiency with pre-approved plan document systems and ability to quickly learn new technology, including proprietary systems and applications
  • Excellent consulting and service skills to build high levels of satisfaction for internal and external clients
  • Effective analytical, critical-thinking, and problem-solving skills, and exceptional attention to detail with a demonstrated commitment to quality
  • Strong computer skills with working knowledge of Microsoft Office applications
  • Advanced written and verbal communication skills

Added bonus if you have:
  • Preferred - American Society of Pension Professionals & Actuaries (ASPPA) credentials - QKA®, QKC, QPA, and/or CPC
  • Typically requires five or more years' experience in a business environment performing similar duties.

What we offer you
  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
  • A broad range of professional education and personal development possibilities - FIS is your final career step!
  • A competitive salary and a fantastic range of benefits designed to help support your lifestyle and well-being
  • A work environment built on collaboration, flexibility, and respect
  • Varied and challenging work to help you grow your technical skillset
.
View our benefits here: https://cdn.phenompeople.com/CareerConnectResources/FIGLUS/documents/2021BenefitsSnapshot-1611561721803.pdf The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay For Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.$60,390-98,430
Vaccination Requirements
All employees must be fully vaccinated against COVID-19 on or before December 31, 2021. Individuals with a disability (including a medical condition) or sincerely held religious beliefs or practices that prevent them from getting the vaccine may request an exemption from the vaccine requirement.
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.
#pridepass
Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PerlLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • HadoopFrameworks
    • SparkFrameworks
    • SpringFrameworks
    • Google CloudFrameworks
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • OracleDatabases
    • PostgreSQLDatabases

An Insider's view of FIS

What's something quirky about your company?

We love to dance at company parties and picnics.

We love to give "High 5s" and shout-outs for people that go above and beyond and "rock!"

Wendy Graham

Training and Careeer Development

What projects are you most excited about?

I'm excited to launch our 2019 Rewards of Better Business Banker referral campaign. We'll combine the successes of our 2018 campaign with new incentives for 2019, to grow the volume of qualified referral submissions from banks. Our goal is a culture of support for account executives and bankers with easy access to tools and impactful conversations.

Diana Quetti

Channel Demand Marketing Analyst, FInancial Solutions

What is your vision for the company?

We’re passionate about being the partner for connected commerce for businesses around the world and we’re creating a company culture where colleagues grow and thrive, while having fun along the way. Our teams collaborate to seamlessly serve our global customers and each colleague plays a critical role as we proudly advance the ways the world pays.

Kelly Beatty

Senior Leader, Strategic Program Management

What are FIS Perks + Benefits

FIS Benefits Overview

Taking care of our colleagues means that our customers, company, and communities are well taken care of, too. That’s why we’re always looking for attractive benefit offerings to support our colleagues and their families. In addition to competitive medical/dental/vision plans, life insurance and disability coverage to take care of basic needs, there’s also opportunities to participate in a stock purchase plan, have 401(k) deferrals matched, receive HSA seed money, earn wellness incentives, and even have your charitable contributions matched – just to name a few.

Culture
Volunteer in local community
Some favorite local causes include Brent's Place, The Ronald McDonald House, The United Way, The Food Bank of the Rockies and Habitat for Humanity.
Partners with Nonprofits
The FIS Foundation provides more than one million dollars in grants to over 125 organizations throughout the US in: Children’s Services, Community Development, Environment & Health/Human Services.
Friends outside of work
Eat lunch together
Intracompany committees
We have Inclusion Networks which connect colleagues around gender, race/ethnicity, disability, LGBTQ+ identity, early career professionals, veteran status, and working families, to name a few!
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
A pillar of the FIS Inclusion & Diversity program, Inclusion Networks function to connect, educate and support the development of their members and promote the company’s overall goals and values.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Employees are eligible to contribute 1-40% of their annual salary on a pre-tax basis.
401(K) Matching
The company match is $.50 per $1.00 up to the first 6% of the employee contribution.
Employee Stock Purchase Plan
Employees can contribute 3-15% of their base salary & commissions to "purchase FIS stock." FIS matches 25% of contributions on a quarterly basis, one year after contributions are made.
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Our generous PTO plan allows colleagues to enjoy time away from work and promotes a healthy life balance. PTO can also be used for illness days and unexpected emergencies.
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Happy Hours
Parking
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Time allotted for learning
Customized development tracks

More Jobs at FIS

Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView FIS's full profileSee more FIS jobs