Hybrid Document Operations Plan Specialist

Posted 2 weeks ago

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About the role

  • Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients
  • Verify accrued benefits are protected, system issues identified and documents are congruent with system setup
  • Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives
  • Consult with outside counsel or senior management regarding requested contract and service agreement changes
  • Research specific client plan design/compliance situations as assigned
  • Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts
  • Develop plan filing packages for IRS determination letters
  • May assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities

Requirements

  • Bachelor’s degree in a business-related field or equivalent education/experience
  • Two years of pension/retirement plan experience or relevant financial services experience
  • Knowledge of plan regulations and plan documents
  • Strong written/verbal communication skills
  • Organizational skills and attention to detail
  • Ability to build rapport with internal and external stakeholders.
  • Proficiency using MS Office tools

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Health and Work/Life Balance Benefits
  • Paid Time Off starting at 160 hours annually
  • Ten (10) paid holidays per year
  • Be Well Company holistic wellness program
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year
  • Adoption Assistance
  • Employee Assistance Program
  • College Coach Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs

Job title

Document Operations Plan Specialist

Job type

Experience level

JuniorMid level

Salary

$46,000 - $54,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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