Senior Retirement Plan Document Specialist (Remote)
SUMMARY
Responsible for consulting with clients on plan design and preparing the legal plan documents and amendments, as well as providing guidance and mentorship to team members. Provide customer service and overall service of assigned clients in updating key plan data. Responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Drafts Defined Benefit and Defined Contribution plan documents, restatements, and amendments from basic to complex plan designs
Prepares and maintains plan documents for new retirement plans, conversions, and restatements from basic to complex plan designs
Coordinate with legal counsel and clients to finalize document language
Lead and prepare the process of annual notices distribution
Lead and create processes for legislative and recurring large-scale plan document projects to ensure successful, timely completion; i.e. cycle restatements
Ensure all plan documents meet IRS, ERISA, and regulatory requirements
Collaborate with internal teams on plan design, amendments, and necessary participant communications
Collaborate with internal teams on EPCRS correction processes
Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.
Prepares IRS Filings (5500, 5558, 5330, etc.)
Works with vendors/recordkeepers to maintain the plan design integrity and day-to-day service issues
Maintains client and due diligence files
Review and update procedures
Stay current on industry updates, legislative changes, and internal initiatives as they pertain to and impact recordkeepers, employers, participants, and plan documents
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience, required
Law School, preferred
Five (5) or more years of related work experience, required
Experience with small to large size client, required
Experience with Mergers & Acquisitions, required
Professional designation issued by ASPPA, NIPA, etc. or progress toward designation, preferred
SKILLS
Strong understanding of ERISA, IRS, and DOL regulations
Document software experience
Positive attitude and a service-oriented mindset
Strong attention to detail and work ethic
Excellent analytical, organizational, and communication skills
Strong sense of business ethics and integrity
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Proficiency with Microsoft Office Suite (Excel and Word)
#LI-DR2
#LI-REMOTE
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Apply tot his job
Apply To this Job
Responsible for consulting with clients on plan design and preparing the legal plan documents and amendments, as well as providing guidance and mentorship to team members. Provide customer service and overall service of assigned clients in updating key plan data. Responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Drafts Defined Benefit and Defined Contribution plan documents, restatements, and amendments from basic to complex plan designs
Prepares and maintains plan documents for new retirement plans, conversions, and restatements from basic to complex plan designs
Coordinate with legal counsel and clients to finalize document language
Lead and prepare the process of annual notices distribution
Lead and create processes for legislative and recurring large-scale plan document projects to ensure successful, timely completion; i.e. cycle restatements
Ensure all plan documents meet IRS, ERISA, and regulatory requirements
Collaborate with internal teams on plan design, amendments, and necessary participant communications
Collaborate with internal teams on EPCRS correction processes
Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.
Prepares IRS Filings (5500, 5558, 5330, etc.)
Works with vendors/recordkeepers to maintain the plan design integrity and day-to-day service issues
Maintains client and due diligence files
Review and update procedures
Stay current on industry updates, legislative changes, and internal initiatives as they pertain to and impact recordkeepers, employers, participants, and plan documents
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience, required
Law School, preferred
Five (5) or more years of related work experience, required
Experience with small to large size client, required
Experience with Mergers & Acquisitions, required
Professional designation issued by ASPPA, NIPA, etc. or progress toward designation, preferred
SKILLS
Strong understanding of ERISA, IRS, and DOL regulations
Document software experience
Positive attitude and a service-oriented mindset
Strong attention to detail and work ethic
Excellent analytical, organizational, and communication skills
Strong sense of business ethics and integrity
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Proficiency with Microsoft Office Suite (Excel and Word)
#LI-DR2
#LI-REMOTE
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Apply tot his job
Apply To this Job