Plan Termination Specialist (PA-PlanT-Q2-R-001)

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Plan Termination Specialist

Locations: Braintree, MA, or Kansas City, MO (Hybrid)

About the Role

SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals.

The Plan Services group is responsible for multiple tasks pertaining to abandoned plans and plan terminations. The Plan Termination Specialist coordinates activities and manages relationships with all Plan stakeholders as well as the Department of Labor (DOL). Specialists maintain a project plan and document each task with target dates, highlighting significant milestones, and monitoring the timeline to avoid risk; while managing client and/or plan sponsor expectations. Specialists coordinate the liquidation of participant assets once a plan is declared abandoned by the DOL, works with the Escheatment area when necessary, and updates plan settings when the plan termination is complete.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact 

• Lead small projects to ensure terminated and abandoned plans are properly closed
• Work collaboratively with management and internal teams to scope projects and schedule tasks
• Provide premier service to retirement plan institutional clients as well as plan sponsors, advisors, and TPAs
• Document Plan Termination and Abandoned Plan project requirements, notes, and other critical information to be shared with relevant business units
• Establish effective communications and change management activities for plan sponsors

Required Experience

• Bachelor’s degree or 2-5 years of experience in financial services or similar environment and 1-2 years project management
• Knowledge of retirement plan industry is preferred
• Excellent verbal and written communication skills
• Research, analytical and problem resolution skills
• Demonstrated project management experience
• Strong attention to detail with the ability to organize, plan, and prioritize to meet deadlines
• Able to work in the local office 4-6 days per month.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

 

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.