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Business Analyst with Retirement Plans Exp at Charlotte, North Carolina, USA
Email: pankaj.upadhyay@adventatech.com
http://bit.ly/4ey8w48
https://jobs.nvoids.com/job_details.jsp?id=2045177&uid=

From:

pankaj Upadhyay,

adventa

pankaj.upadhyay@adventatech.com

Reply to:   pankaj.upadhyay@adventatech.com

URGENT ROLE - 100% Interview!

Need Active LinkedIn profile,  PP Number, Visa copy & DL!

Need only local to Charlotte, NC or nearby within 30 miles only with DL!

Title: Business Analyst with Retirement Plans Exp

Location: Charlotte, NC (Local Profiles Only)

GC EAD,H1B,H4 EAD,OPT EAD

6-years of experience as a Business Analyst, preferably in the financial services or retirement services industry.
- Deep experience/knowledge in Retirement plan offering (401(a), 401(k), 403(b), 457(a), etc.,)
- Working experience on Agile, DevOps.
- Experience in developing Test Plans, Test Strategy, Test Scope, Traceability Matrix
- Working experience on OMNI 

Financial Knowledge:

- Types of retirement accounts: IRAs, 401(k)s, Roth IRAs, pensions, and health savings accounts (HSAs).
- To have good knowledge and experience in US Retirement Services.
- Offer Selection and Mgmt (Onboarding (plan/sponsor/participant, setup & change).
- Tax implications: Understanding of tax laws and regulations related to retirement savings and distributions.
- Products and Services: understanding of Retirement product offerings, including annuities, investment accounts, life insurance, and retirement planning tools.
- Plan rules and regulations: Knowledge of plan specific rules, enrollment procedures, contribution limits, withdrawal options, and loan features.

Keywords: green card North Carolina
Business Analyst with Retirement Plans Exp
pankaj.upadhyay@adventatech.com
http://bit.ly/4ey8w48
https://jobs.nvoids.com/job_details.jsp?id=2045177&uid=
pankaj.upadhyay@adventatech.com
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09:16 PM 31-Dec-24


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Location: Charlotte, North Carolina