Customer Service Analyst

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Analyst

Qualifications:Any Graduation

Years of Experience:5 to 7 years

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do Plan Design & Documentation Prepare, customize, and coordinate plan design documents for new plans (startups and takeovers). Draft and manage plan amendments in alignment with client requirements and regulatory standards. Review prior plan documents for takeovers, identify protected benefits, and ensure compliance with plan design requirements. Ensure documentation of accuracy and alignment with regulatory and internal governance standards. Focus strictly on document preparation and plan design. Amendments, Resolutions & Compliance Manage drafting and execution of board resolutions and formal plan amendments.

• Ensure proper documentation and recordkeeping of executed amendments.
• Handle IRS inquiries and support regulatory clarification requests.
• Ensure compliance with ERISA, IRS, and applicable regulatory requirements. Onboarding & Escalation Management Handle escalations during onboarding (new business submissions) and ensure priority processing.
• Coordinate with regional offices and field staff to clarify plan design requirements.
• Ensure timely resolution of document-related issues during implementation. Ongoing Maintenance & Regulatory Updates Manage regular maintenance of plan documents including restatements.
• Issue updated SPDs within required regulatory timelines.
• Support plan document updates due to regulatory or policy changes. Annuity & Contract Support Review annuity bids and support preparation of related applications and contracts.
• Coordinate documentation requirements with internal teams and external stakeholders. Client & Regional Office Support Act as Subject Matter Expert for retirement products (401(k), 403(b), DB).
• Respond to high volumes of queries and emails from Regional Offices.
• Provide technical guidance on plan design, documentation, and compliance matters.
• Collaborate cross-functional with Compliance, Sales, CRM, and Operations teams. What are we looking for Functional expertise in U.S. retirement plans, including Defined Contribution (401(k), 403(b)) and Defined Benefit (DB) plans.Strong hands-on experience in Plan Design, Document Preparation, and Coordination for group retirement products, including startups, takeovers, amendments, and restatements. Proven expertise in reviewing prior plan documents during takeovers, assessing protected benefits, and ensuring compliance with IRS and ERISA regulations. Experience managing amendments, drafting board resolutions, and ensuring proper execution and documentation of plan changes. Hands-on experience handling IRS inquiries and regulatory communications. Experience managing onboarding escalations for new business submissions and prioritizing urgent cases. Strong knowledge of plan document maintenance including restatements and timely issuance of updated SPDs. Experience reviewing annuity bids and supporting preparation of applications/contracts (non-underwriting focused). Mandatory experience in 401(k) and/or 403(b) plan administration Excellent verbal and written communication skills; Inbound and Outbound voice support experience required . Open to core Night shifts based on business requirements Roles and Responsibilities: Plan Design & Documentation Prepare, customize, and coordinate plan design documents for new plans (startups and takeovers). Draft and manage plan amendments in alignment with client requirements and regulatory standards. Review prior plan documents for takeovers, identify protected benefits, and ensure compliance with plan design requirements. Ensure documentation of accuracy and alignment with regulatory and internal governance standards. Focus strictly on document preparation and plan design. Amendments, Resolutions & Compliance Manage drafting and execution of board resolutions and formal plan amendments.
• Ensure proper documentation and recordkeeping of executed amendments.
• Handle IRS inquiries and support regulatory clarification requests.
• Ensure compliance with ERISA, IRS, and applicable regulatory requirements. Onboarding & Escalation Management Handle escalations during onboarding (new business submissions) and ensure priority processing.
• Coordinate with regional offices and field staff to clarify plan design requirements.
• Ensure timely resolution of document-related issues during implementation. Ongoing Maintenance & Regulatory Updates Manage regular maintenance of plan documents including restatements.
• Issue updated SPDs within required regulatory timelines.
• Support plan document updates due to regulatory or policy changes. Annuity & Contract Support Review annuity bids and support preparation of related applications and contracts.
• Coordinate documentation requirements with internal teams and external stakeholders. Client & Regional Office Support Act as Subject Matter Expert for retirement products (401(k), 403(b), DB).
• Respond to high volumes of queries and emails from Regional Offices.
• Provide technical guidance on plan design, documentation, and compliance matters.
• Collaborate cross-functional with Compliance, Sales, CRM, and Operations teams.