Plan Document Specialist | Retirement Plans

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties

• Prepare and maintain third-party administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
• Provide support in responding to plan document-related questions and issues.
• Assist with the design, customization, and modification of retirement plan documents.
• Support retirement plan compliance activities, including IRS submissions, plan amendments, restatements, and terminations.
• Assist with researching and resolving technical questions and issues related to ERISA and plan document provisions.
• Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
• Maintain accurate records and documentation related to plan document activities.
• Perform additional responsibilities as assigned.

Preferred Qualifications

• Bachelor's degree
• Minimum of 3-5 years' of experience in TPA Plan Document Support preferred
• Qualified 401(k) Administrator (QKA) designation, or designation in progress is a plus
• Proficiency with FT Williams (FTW)
• Foundational knowledge of retirement plan regulations, plan document provisions, and defined benefit and defined contribution plans

Minimum Qualifications

• High School Diploma or GED
• At least three years of professional, retirement plan technical and compliance experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
• Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Enrolled Retirement Plan Agent (ERPA) designation
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Ability to travel as necessary