Key skills
Communication
About this role
Role Overview
- Responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity.
- Independently analyzing document design
- Become internal expert on plan documents and design
- Consulting to internal partners on the design of start-up plan documents
- Processing of plan document from initial draft phase through finalization and delivery for both new plan documents and plan takeovers, including all ancillary documents (Summary Plan Description, Safe Harbor Notice, etc.).
- Processing of plan document from initial draft phase through finalization and delivery for IRS-mandated restatements, including all ancillary documents.
- Processing of plan amendments including discretionary amendments, Trustee changes and Plan Sponsor and Participating Employer changes.
- Preparation of plan termination documents for both Defined Contribution and Defined Benefit plans.
- Participation in special team project opportunities such as analysis of retirement plan legislation, creation of communication/processes for Interim Plan Amendments and development of training materials for internal partners such as plan Consultants, plan analysts and distribution team processors.
Requirements
- Minimum of 3-5 years’ defined contribution or defined benefit retirement plan administration, consulting and/or document experience.
- 1-3 experience in ERISA and IRS/DOL regulations
- Bachelor’s degree in Accounting, Law or related field strongly preferred
- Strong Word, Excel, and Outlook skills
- Strong analytical and problem-solving skills
- Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations
Benefits
- We are proud to be an Equal Opportunity Employer