Plan Document Manager (Defined Contribution Plans)

Carr, Riggs & Ingram; United States; On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

21 PTO days

9 paid holidays

Company-paid long-term disability and

Life insurance

Health insurance

Dental

Vision

Short-term disability coverage

Parental leave

Flexible spending accounts

401(k) retirement plan

Job summary

Carr, Riggs & Ingram is seeking a Plan Document Manager (Defined Contribution Plans) to lead the Document Service team. The role demands extensive DC plan document experience, especially with restatement cycles, and strong communication and project management skills.

You will oversee restatement projects, coordinate with consultants and partners, and ensure compliance with IRS/ERISA/DOL guidelines while using the FIS/Sungard system for document work.

Qualifications

• Extensive knowledge of IRS/DOL rules for retirement plans and defined contribution plans.
• Experience with pre-approved plan documents using web-based vendor platforms including FIS/Sungard.
• Ability to interpret regulatory language in client documents.
• Experience with SCP and VCP under EPCRS is a plus.
• Strong communication and project management skills.

Responsibilities

• Maintain and edit the internal procedures for documents services including delivery and e-sign methods, file storing and naming conventions.
• Supervise and manage 1–2 junior staff on the document service team.
• Prepare new plan documents packages for signature on new plans.
• Restate existing plans onto the preapproved document system, reviewing provisions and suggesting changes.
• Oversee Cycle 4 restatement for approx. 900 DC plans (Oct 2026–Sept 2028).
• Provide amendments as requested by Plan Sponsors.
• Participate in meetings, training, and firm initiatives.
• Maintain up-to-date technical knowledge through webinars and certifications.

Skills

DC plan documents knowledge

Regulatory knowledge

Communication skills

Project management

Tools

FIS/Sungard preapproved document system

Microsoft Office

Job description

PLAN DOCUMENT MANAGER (DEFINED CONTRIBUTION PLANS)

At Carr, Riggs & Ingram, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.

The Plan Document Manager role is the senior position responsible for all aspects of the firm’s Document Service team. The position required 6+ years of experience working on DC plan documents including prior experience with one or more of the prior IRS restatement cycles (EGTRRA, PPA, Cycle 3) and includes both internal communication with team members and external communication with clients, financial advisors, and recordkeepers as well. The services we provide include the use of electronic signing through our firm’s docusign tool. Success in this role requires excellent communication, and attention to detail along with project management and scheduling skills, and you must have extensive knowledge and understanding of retirement plan administration, particularly under IRS, ERISA, and DOL guidelines. Our Document Service team works on defined contribution plans, including all types of profit sharing/401(k) plans, 403(b)and 457 plans, as well as a handful of money purchase plans. The initial 24 months (October 2026 to Sept 2028) will be focused on restatement of Cycle 3 documents onto Cycle 4 documents using the FIS/Sungard pre-approved DC Plan.

Essential Functions

Primary Responsibilities

• Internal Processes and Procedures: Maintain and edit the internal procedures for documents services including delivery and e-sign methods, file storing and naming conventions, as well as technical research as required for document related regulations and drafting guidelines for standardization.
• Supervise and Manage 1 to 2 junior staff members on the document service team who are already in place working on the document team.
• New Plan Documents – work with the consultants and partners to prepare new plan documents packages for signature on new plans.
• Existing/Takeover Plans – work with consultant and partner to prepared restated plan documents onto our firm’s preapproved document system, including review of existing provisions, determination of protected benefit concerns and as needed make recommendations for possible changes on the restatement.
• Cycle 4 Restatement: Manage and oversee the Cycle 4 restatement project for the period of October 2026 to September 2028 for approximately 900 DC plans.
• Amendments: work with the administrators and partners to provide necessary amendments (as requested by the Plan Sponsors)
• Participate in team meetings, training sessions, compliance projects, and firm-wide initiatives.
• Maintain up-to-date technical knowledge through webinars, certifications, and other professional development.

Client & Team Interaction

• Serve as a contact for internal clients (administrators and other tax partners); respond to inquiries via Teams, email, or phone.
• Collaborate with Account Managers, New Business Team, and leadership to ensure document projects are completed in a timely manner.
• Escalate client concerns to Team Lead, Director, or Partner as needed for resolution.

Qualifications

Technical Experience

• Extensive knowledge of IRS/DOL rules and regulations applicable to retirement plans and specifically Defined Contribution plans
• Experience working with pre-approved plan documents using web-based vendor platforms but especially FIS/Sungard preapproved document system.
• Ability to understand and apply legislative and regulatory language to client documents
• Experience with Self Correction Program (SCP) and Voluntary Correction Program (VCP) under EPCRS a plus.

Required Skills And Abilities

• Experience using the FIS/Sungard preapproved plan document
• Excellent verbal, written, and interpersonal communication.
• Strong research skills specific to the various pension regulations that would apply
• Strong customer service orientation with the ability to manage multiple priorities.
• Proven ability to meet deadlines in a fast-paced environment.
• Meticulous attention to detail with strong organizational and time-management skills.
• Analytical and problem-solving abilities.
• Proficiency in Microsoft Office and online/web-based applications.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.

We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us atwww.criadv.com.

CRI offers a generous benefits package that includes:

• 21 PTO days
• 9 paid holidays
• company-paid long-term disability and life insurance
• Blue Cross Blue Shield medical insurance
• dental
• vision
• short-term disability coverage
• parental leave
• flexible spending accounts
• a 401(k) retirement plan

The anticipated hiring base salary for this role is: $90,000-$100,000