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Defined Contribution/Benefits Data Specialist

Prudential Financial, Dubuque, IA

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Responsible for performing a variety of analytical functions associated with onboarding and providing support for more complex defined contribution, defined benefit, and non-qualified plans. Specific responsibilities include plan set-up, data automation, payroll set-up, plan maintenance and loading transition data to Prudential systems. Incumbents possess a high level of technical expertise in understanding and interpreting IRS regulations and plan documents. Incumbents work closely with Data Managers and assist with the more complex technical problems/issues.  

·         Passport/OMNI/DBRK plan set up for complex NB plans

·         Plan Maintenance Inquiry

·         New Plan Payroll Set Up - Complex and Standard

·         New Plan Participant Set Up

·         Plan to Plan Spinoffs and Mergers

·         Test file review

·         Change in payroll remittance method 

·         Data Automation

·         Provide guidance to Data Manager on required DB and DC data elements along with direction on how to load the plan specific data elements

·         Conduct a detailed review of the DB and DC plan document to understand the Plan specific benefit formulas and to determine data needs

·         Research and complete clean-up on global plan level projects

.           Strong leadership skills including ability to assist with maintaining high team climate and fostering change.

.           Responsible for performing a variety of analytical functions associated to simple & complex activities

.           Demonstrates strong initiative and willingness to improve technical expertise

.           Ability to consistently exceed quality and production standards and adhere to standard operating procedures

  • 3+ year of Retirement industry and/or financial services experience required
  • Prefer college degree, or equivalent customer service and operation experience in fast-paced financial environment
  • Proficiency in MS Word and Excel
  • Ability to take all types of transitions and product and service adoptions including tax exempt, private equity and jumbo market transitions
  • Prudential Retirement Services product offering or related retirement industry products and services knowledge a plus
  • Strong communication skills and ability to foster relationships with internal and external partners
  • Ability to work independently as well as collaborate with others
  • Ability to work in a fast-paced, changing environment
  • Shows initiative and is results oriented
  • Strong time management with the ability to prioritize and work under tight deadlines
  • Strong attention to detail
  • Strong leadership/interpersonal skills to mentor/coach
  • knowledge of Prudential retirement systems DC/DB Recordkeeping systems is a plus

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Job Details

Req Num DC 0002C
ID 384394
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
Customer Service

Preferred Candidates

Years of Experience 2-5 Years
Education --

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