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.

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