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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 Team

Our team provides support for retirement plan testing and reporting of defined contribution plans, including compliance testing, reporting, preparation of government forms, and process servicing tasks for Omni Compliance.

The Retirement Plan Specialist is the subject matter expert (SME) in performing and reviewing retirement plan testing and reporting services for defined contribution plans. This includes year-end allocations, non-discrimination testing, contribution limit testing, government forms preparation, and a variety of client services as defined by customer specific procedures.

What You Will Be Doing

• Conduct non-discrimination and limit testing as it applies all types of defined contribution retirement plans, including 401(k), 403(b) and 457(b) plans with rare need for review.
• Perform contribution allocations for all entity types including allocations with self-employment income.
• Perform contribution allocations for plans usingnew comparability, age-weighted, and other cross-tested features.
• Analyze and provide resolution for plans that are failing coverage and non-discrimination requirements.
• Prepare government forms (e.g. Form 5500, related Schedules, Form 5500-SF, Form 8955-SSA, Form 5330) with rare need for review.
• Analyze and troubleshoot 5500s and audit reports needing reconciliation.
• Conduct quality assurance (QA) on work prepared by others.
• Perform corrections under IRS SCP and VCP programs.
• Comprehend and apply ERISA and Internal Revenue Code and regulations to defined contribution retirement plans.
• Application of retirement plan document language, especially in reference to testing and reporting.
• Communicate professionally and effectively with clients, plan sponsors, and colleagues.
• Identify and implementopportunities for improvement.
• Provide subject matter expertise to colleagues and clients.
• Maintain comprehensive knowledge of applicable products, services, and company policies and procedures.
• May participate in business reviews to learn about clients' strategic direction, as well as gain an understanding of the products and/or services FIS is offering.

What You Bring

• Typically, 4 or more years of experience in an office environment, with one or more years of experience working with retirement plans.
• Knowledge of compliance requirements for various types of retirement plans, (e.g. 401(k), 403(b), 457(b) plans).
• Comprehensive understanding of ERISA, Internal Revenue Code and Regulations as it applies to defined contribution retirement plans.
• Working knowledge of laws and regulations that govern defined contribution retirement plans.
• Thorough understanding of retirement plan document language and its application to testing and reporting.
• Proficiency in Microsoft Office (Word, Excel, Outlook), Adobe.
• Effective communication skills, both written and verbal.
• Ability to willingly share relevant knowledge and expertise with others.
• Excellent analytical, problem-solving, interpersonal, team, client service, and time management skills.
• Resourceful and proactive in gathering information and sharing ideas.
• Ability to work independently.

Added Bonus If You Have

• Familiarity with Omni systems, Relius Administration, Relius Government Forms, or similar retirement plan software.

What We Offer You

A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you:

• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits

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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 .

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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