01Overview
At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Service line - Position Title: Retirement Senior Position About Global Delivery Services Global Delivery Services refers to EY's worldwide network of service delivery centers. The GDS team plays an important role in EYs strategy by ensuring effective support to EYs growth agenda. Our journey started in 2002 with approximately 200 people. Today we stand at 80,000+ professionals in ten locations around the world. We operate in Argentina, China, Hungary, India, Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom. Client service is focused on providing Consulting, Assurance, Tax, Strategy & Transactions, and Knowledge support to our clients around the world. The teams enable account teams worldwide to provide seamless, high-quality, value-added support, helping deliver exceptional client service. Enablement Services provides cost-effective, high-skilled, and innovative services to support EYs global and local enablement teams. Markets, BMC, AWS, Finance and Accounting, Risk Management, Procurement, People Shared Services, IT Service Delivery and IT Global Infrastructure services, are among the services offered by Enablement Services. Our innovation specialists serve the GDS Client Service and Enablement Services teams, along with Service Lines, Core Business Services and Sectors. The team brings the desired environment, technologies and skilled teams together for facilitation, rapid prototyping and innovative thinking. The competencies offered include analytics, digital, user experience, mobile technology, infrastructure, Microsoft technologies and open innovation. The Opportunity Defined Benefits Operations (E.g. - Benefits calculations, Benefits Review), Benefits Calculation for Retirement, Termination, Disability, Death, Divorce. ERISA Compliance - US Retirement Plan Testing (ADP & ACP Testing, Corrective Distribution) & Reporting experience. Money in and Loans -Must have experience in handling money in & Loan related activities, i.e. Check processing, contribution, loan initiation, Loan repayments, re-amortization etc. Deep understanding of in-plan guaranteed income products such as annuities embedded within defined contribution plans (e.g., target date funds with income guarantees). Experience in designing or evaluating protected retirement solutions through insurance-wrapped investment vehicles. Exposure to recordkeeping platform enhancements to support in-plan income features, including income projection tools, guarantee tracking, and participant-level income illustrations. Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans or experience in processing 401K contribution, loan repayments etc. Understanding of business rules of Payout, Qualified/Non-Qualified Plans, Roth Conversion, Roth IRA, Fiduciaries, Defined contribution, Defined Benefits/Pension Exposure to Pension Benefit Guaranty Corporation (PBGC) study and Public Pensions Understanding of plan administration, group and account setup, eligibility Understanding of Vesting rules and Investment management Experience supporting or leading PMO functions for large-scale retirement transformation programs, including project planning, milestone tracking, risk management, and stakeholder reporting. Proven ability to coordinate across business, technology, and vendor teams, ensuring alignment with project timelines, scope, and quality standards in retirement platform implementations or upgrades. Responsible for decision-making, optimizing processes, resource management, and overseeing team management as needed for task execution. Accountable for allocating personnel, supervising team members, assigning tasks, ensuring that the team has the necessary tools and support to succeed in their roles and optimizing and evaluating their performance to meet organizational goals. Skills and attributes for success Consulting Skills Experience in creating business process map for future state architecture, creating WBS for overall conversion strategy, requirement refinement process in multi-vendor engagement. Requirements Gathering, Elicitation writing BRDs, FSDs. Conducting JAD sessions and Workshops to capture requirements and working close with Product Owner. Work with the client to define the most optimal future state operational process and related product configuration. Define scope by providing innovative solutions and challenging all new client requirements and change requests but simultaneously ensuring that client gets the required business value. Elaborate and deliver clearly defined requirement documents with relevant dataflow and process flow diagrams. Work closely with product design development team to .
