Retirement Document Specialist

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