Retirement Project Specialist

Job Family Transactions / Client Processing

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

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Coordinate Match and Profit Share calculations for high profile Mega and Large market clients. This includes developing and implementing “IF” statement formulas to calculate Match and Profit Share contributions with 100% accuracy. Determine required data for remittance layouts, create year to date base calculation files by combining system data with client remittance data. Additionally, the candidate will be responsible for loading data files for selected Mega and Large market clients that utilize Transamerica’s Outsourcing Services, coordinate the setup of data transmissions between Transamerica and the client and assist clients (internal and external) in the utilization of current Transamerica outsourcing technology.

In addition, the candidate will support and update SharePoint and Access data bases. This includes using the ROC application to edit table data.

Format EXCEL files and program calculation by implementing “IF” statements to perform Match/Profit Sharing calculations for Mega and Large market clients. Accumulating data from ongoing remittance files. Ensure true accuracy of these “quarterly” accumulated files needed for Plan Testing purposes as well as determining Employer contributions. Work with client on discrepancies or questions concerning the Match/Profit Sharing calculations. Review plan document to determine Outsource Services.

Work with the client to develop test files for data required to support Outsourcing. Load data and activate Outsource Services for In-Force plans. Projects as assigned.

Bachelor’s degree in business, system-related degree, or equivalent experience required. 3-5 years pension, accounting or technical required. Comprehensive knowledge of processes and systems used with expertise in…