Senior Retirement Plan Document Specialist

The role involves consulting with clients on plan design, preparing legal plan documents and amendments, providing guidance and mentorship to team members, and managing activities related to the procurement, placement, and implementation of defined contribution plans.

Location: United States

Salary: $90k–$110k

Responsibilities

• Drafts Defined Benefit and Defined Contribution plan documents, restatements, and amendments from basic to complex plan designs
• Prepares and maintains plan documents for new retirement plans, conversions, and restatements from basic to complex plan designs
• Coordinate with legal counsel and clients to finalize document language
• Lead and prepare the process of annual notices distribution
• Lead and create processes for legislative and recurring large-scale plan document projects to ensure successful, timely completion; i.e. cycle restatements
• Ensure all plan documents meet IRS, ERISA, and regulatory requirements
• Collaborate with internal teams on plan design, amendments, and necessary participant communications
• Collaborate with internal teams on EPCRS correction processes
• Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.
• Prepares IRS Filings (5500, 5558, 5330, etc.)
• Works with vendors/recordkeepers to maintain the plan design integrity and day-to-day service issues
• Maintain client and due diligence files
• Review and update procedures
• Stay current on industry updates, legislative changes, and internal initiatives as they pertain to and impact recordkeepers, employers, participants, and plan documents

Requirements

• Bachelor's Degree or equivalent combination of education and experience
• Five (5) or more years of related work experience
• Experience with small to large size client
• Experience with Mergers & Acquisitions
• Strong understanding of ERISA, IRS, and DOL regulations
• Proficiency with Microsoft Office Suite (Excel and Word)