Plan Document Specialist

About This Role

This role is responsible for the precise drafting and amendment of retirement plan documents, ensuring compliance and timely submission to regulatory bodies. The specialist will also perform technical research to resolve compliance issues and work with relationship consultants to manage client documentation.

Responsibilities

• Draft new plan documents and plan restatements for basic to medium complexity retirement plans
• Draft plan amendments
• Prepare/update Summary of Plan Description and other related documents
• Prepare IRS submissions
• Prepare plan termination documents and submissions
• Prepare annual notices
• Perform technical research to answer compliance questions or resolve compliance issues
• Work with Relationship Consultant to ensure signed documents are accurate and received timely
• Complete assigned projects timely, accurately and in a cost effectively manner
• Proactively participate in process improvement and innovation of current systems
• Ensure client plan document files and records are organized and up to date
• Commitment to ongoing pension education along with staying current with regulations and law changes
• Enter consulting time in timekeeping system daily
• Update workflow system daily

Requirements

• Excellent verbal and written communication skills
• Strong organizational skills
• Knowledge of computer software applications (word processing, spreadsheets, database)
• Self-starter with responsibility for timely task completion
• Continual attention to detail in reviewing materials
• Ability to manage multiple projects, establish priorities and meet deadlines
• Dependable with excellent follow through on commitments and responsibilities
• Conceptual and analytical skills

Qualifications

• B.A. or B.S. degree preferred
• A minimum of 2 years of retirement plan administration experience or equivalent preferred

Certifications