Senior Plan Document Specialist | TPA Retirement Plans

Essential Functions and Primary Duties

• Prepares and maintains Third Party Administered retirement plan documents, including amendments and restatements, for a high‑volume client portfolio.
• Provide technical support answering plan document related questions and issues
• Assist in the design, customization, and ongoing modification of retirement plan documents to meet client objectives and regulatory requirements.
• Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
• Assist with answering technical questions and issues related to ERISA
• Participates in select client interactions and supports plan design discussions, demonstrating comfort communicating plan provisions and options
• Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
• Perform additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree
• Minimum of 5+ years experience in TPA Plan Document support preferred
• Qualified 401(k) Administrator (QKA) completed or in progress
• Proficiency in FT Williams (FTW)
• Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined contributions.

Minimum Qualifications

• High School Diploma or GED
• At least five years of professional, retirement plan technical, and compliance experience
• Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
• Possesses expert knowledge of pertinent laws, regulations, and professional standards
• Expert 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
• Experience in coaching and teaching others
• Enrolled Retirement Plan Agent (ERPA) designation
• Pursuing Accredited Pension Representative (APR) or and/or (APA) 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