Role Overview
Essential Functions and Primary Duties
- Prepare and maintain third-party administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
- Provide support in responding to plan document-related questions and issues.
- Assist with the design, customization, and modification of retirement plan documents.
- Support retirement plan compliance activities, including IRS submissions, plan amendments, restatements, and terminations.
- Assist with researching and resolving technical questions and issues related to ERISA and plan document provisions.
- Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
- Maintain accurate records and documentation related to plan document activities.
- Perform additional responsibilities as assigned.
Requirements
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, retirement plan technical and compliance experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
- Proficient 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
- Pursuing Enrolled Retirement Plan Agent (ERPA) 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