Retirement Plan Documents Specialist

1 month ago


Chatham, United States Synergistic Systems Inc Full time
Job DescriptionJob Description
Great opportunity to work for an industry leading retirement services company. The successful candidate will prepare retirement plan documents under our client's institutional offering.

This is a 100% remote contract position. You can come on board as our W2 employee or as an independent contractor

Job Responsibilities:
Prepare and deliver prototype and volume submitter plan documents for client retirement plans while adhering to established timeframes.

  • Document preparation often will be completed through review and mapping of a client's prior plan document. There may be additional plan documents offered by the company which fall outside of the IRS pre-approval programs.
  • Discuss any routine plan document related issues with Relationship Managers, Client Services Consultants, or institutional clients.
  • Offer suggestions to address non-supported plan provisions, or plan design improvements.
  • Prepare and submit plan change requests in support of executed plan documents.
  • May serve as SME and provide quality control reviews. Identify procedures, methodologies, and process improvements to enhance growing business unit (i.e.. Apply risk-based quality controls, use better tools/applications available, Project Management skills, and LEAN methodology).
  • Participate in layered review of work product and provide feedback related to work product. \Apply technology to ensure successful and timely delivery of work product.
  • Must have ability to clearly understand legal documents.
  • Interact with Institutional Clients and their Legal representatives, A&O, IR, Operations, product and senior leadership-- especially as it pertains to the on boarding of new retirement plans and contracted services for existing clients.
  • Utilize appropriate verbal and written communication techniques in a professional manner.
Basic Qualifications:

  • Bachelor's degree or the equivalent combination of education and work experience of 2+ years in the retirement space.
  • 5+ years of working for a defined contribution retirement plan service provider in retirement plan administration.
  • Experience with 403b, 401k and 457 retirement plan documents
Preferred Qualifications:

  • Industry designations (i.e., CEBS or ASPPA) a plus.
  • Excellent communication skills (both oral and written).
  • Ability to work independently as well as develop strong relationships and collaborate with internal and external business partners and clients.
  • Strong attention to details


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