Posted 1mo ago

Lead Associate (35934)

@ Voya Financial
Delhi or Bangalore or Pune
HybridFull Time
Responsibilities:Complete testing, Prepare filings, Support clients
Requirements Summary:Lead Associate role; location in India; hybrid work; experience with ERISA-related testing and Form 5500 is a plus; customer and client interaction
Save
Mark Applied
Hide Job
Report & Hide
Job Description

Career Opportunities: Lead Associate (35934)

Requisition ID 35934 - Posted  - India









































 


Company OverviewAbout Voya India:
Voya India (earlier VFISLK) started out as a joint venture between U.S. financial services company Voya Financial and SLK, a software services company and is head quartered at Bangalore. As of Aug 2023, we are a wholly owned subsidiary of Voya Financial. We are a dynamic technology & business process transformation company that provides world-class technology & business process management services, with an emphasis on quality, speed & optimization driven through automation. We support and deliver innovative solutions to Voya’s Retirement, Employee Benefits, and Investment Management businesses.

More information about us is available at: https://www.voyaindia.com
Role SummaryThe ERISA Analyst is responsible for the completion of non-discrimination testing (ADP/ACP, 415, 410(b),
Top Heavy), execution of test cure strategies and delivery of signature ready Form 5500s for Voya clients. 
Key Roles & ResponsibilitiesComplete non-discrimination testing and Form 5500 preparation for plans within
prescribed regulatory deadlines. Provide assistance to relationship managers and clients
regarding data inconsistencies or gaps, test results, and less complex projected testing
results. Work with client and client auditors to resolve inquiries regarding Form 5500
reporting requirements.
● Develop for review the testing/reporting strategy and implement Omni/ASC system
requirements. Prepare audit packages as needed in support of the Form 5500 filing
process.
● Perform quality review of testing/reporting prepared by other team members.
Validate methodology, data and plan level parameters to ensure accurate
testing/reporting for all clients.
● Under the direction of an ERISA Consultant, assist in the development and execution of
cure strategies for failed tests and/or in response to projected testing results. Prepare
calculationof return-of-excess amounts and attributable earnings, QNEC/QMAC,
recharacterization of amounts to after-tax or catch-up as permitted by plan design.
● Maintain knowledge of current/proposed regulations and understand
impact to Voya practices. Assist in updating procedures, workflows and
6. EDUCATION & CERTIFICATIONS
EducationGraduation
Certifications (if any)NA
7. LOCATION & WORK ARRANGEMENT
Work LocationDelhi/Bangalore/ Pune
If Other, specify city/locationNA
Work ModelHybrid

 










 




































Email this job to a friend
 
 
 
The job has been sent to
 






Please provide the information below
Job title:
*Your friend’s email address:
Message:



*Confirm you are not a robot:






Requisition ID 35934 - Posted  - India


Company OverviewAbout Voya India:
Voya India (earlier VFISLK) started out as a joint venture between U.S. financial services company Voya Financial and SLK, a software services company and is head quartered at Bangalore. As of Aug 2023, we are a wholly owned subsidiary of Voya Financial. We are a dynamic technology & business process transformation company that provides world-class technology & business process management services, with an emphasis on quality, speed & optimization driven through automation. We support and deliver innovative solutions to Voya’s Retirement, Employee Benefits, and Investment Management businesses.

More information about us is available at: https://www.voyaindia.com
Role SummaryThe ERISA Analyst is responsible for the completion of non-discrimination testing (ADP/ACP, 415, 410(b),
Top Heavy), execution of test cure strategies and delivery of signature ready Form 5500s for Voya clients. 
Key Roles & ResponsibilitiesComplete non-discrimination testing and Form 5500 preparation for plans within
prescribed regulatory deadlines. Provide assistance to relationship managers and clients
regarding data inconsistencies or gaps, test results, and less complex projected testing
results. Work with client and client auditors to resolve inquiries regarding Form 5500
reporting requirements.
● Develop for review the testing/reporting strategy and implement Omni/ASC system
requirements. Prepare audit packages as needed in support of the Form 5500 filing
process.
● Perform quality review of testing/reporting prepared by other team members.
Validate methodology, data and plan level parameters to ensure accurate
testing/reporting for all clients.
● Under the direction of an ERISA Consultant, assist in the development and execution of
cure strategies for failed tests and/or in response to projected testing results. Prepare
calculationof return-of-excess amounts and attributable earnings, QNEC/QMAC,
recharacterization of amounts to after-tax or catch-up as permitted by plan design.
● Maintain knowledge of current/proposed regulations and understand
impact to Voya practices. Assist in updating procedures, workflows and
6. EDUCATION & CERTIFICATIONS
EducationGraduation
Certifications (if any)NA
7. LOCATION & WORK ARRANGEMENT
Work LocationDelhi/Bangalore/ Pune
If Other, specify city/locationNA
Work ModelHybrid

 



Email this job to a friend
 
The job has been sent to
 
The job has been sent to


Company OverviewAbout Voya India:
Voya India (earlier VFISLK) started out as a joint venture between U.S. financial services company Voya Financial and SLK, a software services company and is head quartered at Bangalore. As of Aug 2023, we are a wholly owned subsidiary of Voya Financial. We are a dynamic technology & business process transformation company that provides world-class technology & business process management services, with an emphasis on quality, speed & optimization driven through automation. We support and deliver innovative solutions to Voya’s Retirement, Employee Benefits, and Investment Management businesses.

More information about us is available at: https://www.voyaindia.com
Role SummaryThe ERISA Analyst is responsible for the completion of non-discrimination testing (ADP/ACP, 415, 410(b),
Top Heavy), execution of test cure strategies and delivery of signature ready Form 5500s for Voya clients. 
Key Roles & ResponsibilitiesComplete non-discrimination testing and Form 5500 preparation for plans within
prescribed regulatory deadlines. Provide assistance to relationship managers and clients
regarding data inconsistencies or gaps, test results, and less complex projected testing
results. Work with client and client auditors to resolve inquiries regarding Form 5500
reporting requirements.
● Develop for review the testing/reporting strategy and implement Omni/ASC system
requirements. Prepare audit packages as needed in support of the Form 5500 filing
process.
● Perform quality review of testing/reporting prepared by other team members.
Validate methodology, data and plan level parameters to ensure accurate
testing/reporting for all clients.
● Under the direction of an ERISA Consultant, assist in the development and execution of
cure strategies for failed tests and/or in response to projected testing results. Prepare
calculationof return-of-excess amounts and attributable earnings, QNEC/QMAC,
recharacterization of amounts to after-tax or catch-up as permitted by plan design.
● Maintain knowledge of current/proposed regulations and understand
impact to Voya practices. Assist in updating procedures, workflows and
6. EDUCATION & CERTIFICATIONS
EducationGraduation
Certifications (if any)NA
7. LOCATION & WORK ARRANGEMENT
Work LocationDelhi/Bangalore/ Pune
If Other, specify city/locationNA
Work ModelHybrid