Retirement Document Specialist
Budget / Salary$70,000–80,000
TypeFull-time job
LocationUnited States
Posted1 hour ago
Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.
Job Summary:Preparation of plan documents and assistance with plan provision questions from internal staff.
Responsibilities:
Review of new client plan documentation and draft appropriate documents for conversion.
Analyze prospective clients’ plan documents, including 401(k), profit sharing, and 403(b) for potential takeover.
Draft plan amendments and resolutions for all products.
Draft and review summary plan descriptions (SPD) and summary of material modifications (SMM) as plans are amended.
Draft required IRS/DOL annual plan notices.
Research client requests to determine whether their plans comply with applicable government regulations and if Pentegra can and will administer such requests.
Act as a liaison for Internal Sales, Conversions and Operations to assist with document concerns.
Perform any additional duties, as assigned.
Requirements:
Minimum of 3 years’ experience in retirement services industry
Minimum of 2 years’ experience with drafting plan documents, preferred
Experience in Retirement Plan Administration is a plus but not required
Experience in SalesForce is a plus but not required
Proficient in Relius/FIS Documents System preferred
Proficient in Microsoft Word and Excel
Review and interpretation of plan provisions
Able to communicate clearly and professionally to clients
Able to multi-task and meet deadlines
Originally posted on Himalayas
Job Summary:Preparation of plan documents and assistance with plan provision questions from internal staff.
Responsibilities:
Review of new client plan documentation and draft appropriate documents for conversion.
Analyze prospective clients’ plan documents, including 401(k), profit sharing, and 403(b) for potential takeover.
Draft plan amendments and resolutions for all products.
Draft and review summary plan descriptions (SPD) and summary of material modifications (SMM) as plans are amended.
Draft required IRS/DOL annual plan notices.
Research client requests to determine whether their plans comply with applicable government regulations and if Pentegra can and will administer such requests.
Act as a liaison for Internal Sales, Conversions and Operations to assist with document concerns.
Perform any additional duties, as assigned.
Requirements:
Minimum of 3 years’ experience in retirement services industry
Minimum of 2 years’ experience with drafting plan documents, preferred
Experience in Retirement Plan Administration is a plus but not required
Experience in SalesForce is a plus but not required
Proficient in Relius/FIS Documents System preferred
Proficient in Microsoft Word and Excel
Review and interpretation of plan provisions
Able to communicate clearly and professionally to clients
Able to multi-task and meet deadlines
Originally posted on Himalayas
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