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.

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

Plan Document Support Specialist – TPA Retirement Plans

Key skills