Headline

Implementation Senior Analyst @ Accenture | ASPPA Certified | US Retirement & 401(k) Specialist | Defined Contribution (DC) | Plan Conversions & Implementation | Reconciliation | Client Support

About

US Retirement / 401(k) professional with 11+ years of experience supporting Defined Contribution retirement plans and US retirement operations. Currently working as an Implementation Senior Analyst at Accenture, supporting retirement plan conversion and implementation projects, including internal, external and quarterly conversions. My experience includes 401(k) plan administration, plan setup, participant transactions, contributions, distributions, reconciliation, cash movement, data validation, UAT/testing, fund activities, issue resolution and client support. I have worked extensively on retirement plan conversions, supporting accurate movement of participant data and assets between platforms, identifying discrepancies, coordinating with implementation consultants and project teams, and ensuring successful production readiness. Previously worked as an SME in US Retirement / 401(k) operations, with experience in daily, monthly and annual reconciliation, bank/trust cash movement, escalations, corrections and process improvement. Certification: ASPPA – Certified Retirement Plan Fundamentals. Core expertise: US Retirement Plans | 401(k) | Defined Contribution | Plan Conversion | Implementation | UAT | Reconciliation | Participant Transactions | Contributions & Distributions | Client Support | RCA | Process Improvement

Location

Greater Bengaluru Area

AI stack

claude

gemini

perplexity

Microsoft Copilot

Work experience

Process Lead at Accenture, Jun 2023 - Present · 3 yrs 5 mos, Bengaluru, Karnataka, India

Insurance Operation Senior Analyst at Accenture, Jun 2023 - Present · 3 yrs 5 mos, Support US retirement plan implementation and conversion projects, including internal, external and quarterly conversions. • Coordinate with clients, implementation consultants and project managers to define milestones and resolve project issues. • Perform UAT/testing and validate data before production deployment. • Validate movement of participant data and assets between retirement platforms and resolve discrepancies. • Support fund exchanges, rebalancing, fund mergers, fund additions and other client-specific requests. • Perform risk analysis and data validation before conversion activities. • Prepare RCA for escalations and support corrective actions. • Facilitate daily project calls and track project deliverables, risks and dependencies.

Senior Associate at VFI SLK, Oct 2020 - May 2023 · 2 yrs 8 mos, US Retirement / 401(k) SME | Retirement Plan Reconciliation | Bank & Trust Cash Management | Escalations | Client Support | Process Improvement

Senior Associate at VFI SLK, Sep 2020 - Sep 2023 · 3 yrs 1 mo, Bengaluru, Karnataka, India, I have 6.5 years of experience in US Pension Retirement plan. Experienced knowledge in Defined Contribution and Defined benifit plans.

Transaction Processor at Mphasis, Jun 2017 - Sep 2020 · 3 yrs 4 mos, New account setup, which involves client’s details for enrolling the client into the selected U.S. retirement plans. Working as a Conversion Analyst in Conversion team. In which Setting up the plan with all info, which starts with Plan set up, Plan contacts, Census, Investment Election, source creation, balance loading, loan info, etc. Helping the consultant in managing the queues & maintaining team report. Updating participant details all the details in our system & doing QA to maintain the quality of team Processing of those instructions as per procedures set by business area. Analyzing the work flow, and complete the task within deadline and quality requirements Having knowledge processing in Hardship and In-service withdrawal, Termination job. Providing high quality service to achieve client satisfaction.

Transaction processing officer at Mphasis, Jun 2017 - Jun 2020 · 3 yrs 1 mo, Bagmane world Technology centre, 401k Pension plan

Process Executive at Pierian Services, Jul 2015 - Jun 2017 · 2 yrs, Bangalore Area, India, Process analyst

Process Executive at Pierian Services, Jul 2015 - Jun 2017 · 2 yrs, Processing Contributions and Setup Participants Saving and Election Kit as per participant investment directions. Setup of participants eligible for contributing in the plans through enrollment forms. Processing of contributions (401k, Roth, Safe, Match). Processing of distribution requests (Loan, Hardship, In-Service, RMD, Refund, Rollover & Cash Distributions) as required by the IRS (Internal Revenue Service). Processing of disbursement of participant holdings through Check, ACH and WIRE. Queries, clarification and interaction with clients through Email. Quarter-end and year-end reconciliation of plan asset.

Education

Associate's Degree, Government of Karnataka Project

High School Diploma, Govt High School