Empower IndiaBengaluru, Karnataka, IndiaHybridFull-time2–3 years
Listing expiry: 21 October 2026
About the role
Role Overview
The role involves reviewing financial and retirement-plan data, performing nondiscrimination testing, preparing Form 5500 filings, and supporting plan audits. It requires knowledge of US employer-sponsored retirement plans, including 401(k) and 403(b) plans, and an understanding of applicable IRS and ERISA requirements.
Key Responsibilities
- Review data and perform nondiscrimination testing for retirement plans.
- Prepare Form 5500 filings and support plan audits.
- Stay informed about regulatory and compliance developments affecting assigned deliverables.
- Understand operational standards and service-level agreements and ensure that required standards are met.
- Analyze 401(k) and 403(b) plan provisions, identify dependencies or inconsistencies, and translate plan-document language into operational and recordkeeping requirements.
- Interpret plan amendments and assess their impact on system configuration, participant administration, and downstream processes.
- Recognize when legal, compliance, or specialized review is required for retirement-plan administration matters.
- Communicate with partners through email, solve problems, and escalate issues to the appropriate level.
Qualifications & Experience
- Two to three years of experience in any financial domain.
- A bachelor's degree in any discipline.
- Knowledge of the US retirement industry is an advantage.
- Strong working knowledge of employer-sponsored defined-contribution retirement plans, particularly 401(k) and 403(b) plans.
- Understanding of eligibility, employee deferrals, employer matching and non-elective contributions, vesting, loans, distributions, rollovers, beneficiary provisions, hardship withdrawals, and other common plan features.
- Working awareness of IRS and ERISA requirements relevant to retirement-plan administration.
- Good oral and written communication skills, including the ability to communicate extensively with partners by email.
- Strong analytical and problem-solving skills.
- A proactive, self-directed approach, attention to detail, adaptability, and willingness to learn.
Additional Details
- The employer describes a flexible work environment, opportunities for internal mobility, and a focus on well-being and work-life balance.
- The employer is committed to equal opportunity and diversity.