Provide technical support answering plan document related questions and issues
Assist with the design and modifications of plan documents
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
Additional responsibilities as assigned

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

Senior Technical Support Specialist, Plan Document Specialist

Key skills