Skill required: Retirement Solutions - Data Entry Services
Designation: Delivery Operations Team Lead
Qualifications:Any Graduation
Years of Experience:10 to 12 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 Oversight • Oversee preparation and customization of plan design documents for startups, takeovers, and amendments (401(k), 403(b), DB plans). • Review prior plan documents during takeovers and validate protected benefits and compliance requirements. • Ensure accuracy and regulatory compliance across plan documentation lifecycle. • Support governance of document maintenance, including restatements and SPD issuance. Amendments & Regulatory Management • Supervise drafting and execution of amendments and board resolutions. • Support handling of IRS inquiries and regulatory clarifications. • Ensure timely updates of plan documents in line with regulatory changes. Onboarding & Escalation Management • Manage onboarding escalations for new business submissions and ensure prioritization of urgent cases. • Act as escalation point for complex plan design and documentation issues. • Coordinate with Regional Offices and Field teams to resolve client-specific plan design concerns. Annuity & Contract Coordination • Oversee review of annuity bids and support preparation of related applications and contracts. • Ensure documentation accuracy aligned with client requirements and compliance standards. Quality, Risk & Operational Controls • Monitor SLA adherence, TAT, quality scores, and escalation trends. • Conduct RCA for recurring issues and implement corrective action plans. • Strengthen documentation controls and audit readiness practices. • Ensure compliance with ERISA, IRS, and internal governance standards. Stakeholder & Team Leadership • Act as primary point of contact for Regional Office escalations. • Partner with Compliance, Sales, CRM, and Operations teams to ensure seamless service delivery. • Support leadership in reporting, dashboard preparation, and performance reviews. • Drive training and capability building within the team.
What are we looking for? Functional expertise in U.S. retirement plans, including Defined Contribution (401(k), 403(b)) and Defined Benefit (DB) plans.Experience in U.S. Retirement operations with strong exposure to plan design, document preparation, amendments, restatements, and regulatory compliance. Proven experience managing teams of 15–30 professionals and ensuring SLA adherence, quality performance, and timely document delivery. Strong hands-on expertise in reviewing takeover plans, assessing protected benefits, and ensuring plan design compliance with IRS and ERISA regulations. Experience managing amendments, board resolutions, and ensuring proper documentation execution. Exposure to handling IRS inquiries, regulatory escalations, and onboarding (new business) prioritization mechanisms. Experience managing high-volume, email-intensive environments with multiple Regional Office stakeholders. Excellent verbal and written communication skills; Inbound and Outbound voice support experience required
Roles and Responsibilities: Plan Design & Documentation Oversight • Oversee preparation and customization of plan design documents for startups, takeovers, and amendments (401(k), 403(b), DB plans). • Review prior plan documents during takeovers and validate protected benefits and compliance requirements. • Ensure accuracy and regulatory compliance across plan documentation lifecycle. • Support governance of document maintenance, including restatements and SPD issuance. Amendments & Regulatory Management • Supervise drafting and execution of amendments and board resolutions. • Support handling of IRS inquiries and regulatory clarifications. • Ensure timely updates of plan documents in line with regulatory changes. Onboarding & Escalation Management • Manage onboarding escalations for new business submissions and ensure prioritization of urgent cases. • Act as escalation point for complex plan design and documentation issues. • Coordinate with Regional Offices and Field teams to resolve client-specific plan design concerns. Annuity & Contract Coordination • Oversee review of annuity bids and support preparation of related applications and contracts. • Ensure documentation accuracy aligned with client requirements and compliance standards. Quality, Risk & Operational Controls • Monitor SLA adherence, TAT, quality scores, and escalation trends. • Conduct RCA for recurring issues and implement corrective action plans. • Strengthen documentation controls and audit readiness practices. • Ensure compliance with ERISA, IRS, and internal governance standards. Stakeholder & Team Leadership • Act as primary point of contact for Regional Office escalations. • Partner with Compliance, Sales, CRM, and Operations teams to ensure seamless service delivery. • Support leadership in reporting, dashboard preparation, and performance reviews. • Drive training and capability building within the team.

Any Graduation

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

Visit us at www.accenture.com 

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