Retirement Plan Document Specialist

3 weeks ago

Seattle, Washington, United States Ascensus Full time
Job Title: Document Analyst

Ascensus is seeking a skilled Document Analyst to join our team. As a Document Analyst, you will be responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity.

Key Responsibilities:
  • Analyze document design and become an internal expert on plan documents and design.
  • Consult with internal partners on the design of start-up plan documents.
  • Process plan documents from initial draft phase through finalization and delivery for both new plan documents and plan takeovers, including all ancillary documents.
  • Process plan document from initial draft phase through finalization and delivery for IRS-mandated restatements, including all ancillary documents.
  • Process plan amendments, including discretionary amendments, Trustee changes, and Plan Sponsor and Participating Employer changes.
  • Prepare plan termination documents for both Defined Contribution and Defined Benefit plans.
  • Participate in special team project opportunities, such as analysis of retirement plan legislation, creation of communication/processes for Interim Plan Amendments, and development of training materials for internal partners.
Requirements:
  • Minimum of 3-5 years' defined contribution or defined benefit retirement plan administration, consulting, and/or document experience.
  • 1-3 years' experience in ERISA and IRS/DOL regulations.
  • Bachelor's degree in Accounting, Law, or related field strongly preferred.
  • Strong Word, Excel, and Outlook skills.
  • Strong written and oral communication skills.
  • Strong analytical and problem-solving skills.
  • Strong attention to detail and the ability to prioritize, manage tasks, and meet deadlines.

We are proud to be an Equal Opportunity Employer. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.

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