Plan Document Support Specialist Plan Document Team

ASC Net; Los Angeles, Northern (CA, KY); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Flexible scheduling

Medical insurance

401(k) and Section 125 programs

Paid time off (PTO)

Continuing education and conference"

Home office expense support

Occasional travel (1-2 times per year)

Job summary

ASC seeks a Plan Document Support Specialist to assist clients using the DGEM Plan Document System and ASC plan documents. You will coordinate with clients and internal teams to ensure accurate documents, smooth system use, and high-quality support, blending technical knowledge with service excellence.

The role involves creating training materials, testing system upgrades, data mapping, and collaboration with drafters and developers to maintain effective plan document tools.

Qualifications

• Broad knowledge of retirement plans and IRS/ERISA regulations.
• Minimum of three years’ experience in the retirement plan industry.
• Strong organizational and time-management skills.
• Customer-focused mindset with ability to teach others.
• Excellent written and verbal communication.
• Proficiency with MS Word, Excel, and PowerPoint.
• Experience with ASC DGEM Plan Documents preferred.
• Analytical and problem-solving skills.
• Tech-savvy and willing to learn new tools.
• Professional designations (e.g., ASPPA, NIPA) are a plus.
• Patience and a sense of humor are essential.

Responsibilities

• Support existing clients using the DGEM Plan Document System and ASC plan documents via phone, email, web, Teams, and Zoom, including troubleshooting.
• Respond to client questions involving plan document interpretation and regulatory application.
• Assist with onboarding new clients by developing training materials (webcasts, videos, user guides, online help, FAQs).
• Collaborate with internal teams to deliver consulting services.
• Partner with document drafters and developers to design and maintain templates and notices (SPDs, Safe Harbor notices).
• Perform testing on product upgrades and enhancements.
• Perform data mapping and plan document conversion reviews.
• Review and test new or updated plan document templates for provision accuracy.
• Work with sales/marketing to support business growth.
• Contribute to additional projects as needed.

Skills

Retirement plans knowledge

Customer service

Communication skills

MS Office (Word/Excel/PowerPoint)

Analytical/problem solving

Tech-savvy

Tools

ASC DGEM Plan Documents

Job description

ASC Announces Opening for Plan Document Support Specialist Plan Document Team

Due to continued growth and the upcoming Cycle 4 restatements in our Plan Document area, ASC is seeking an experienced Retirement Plan Professional to join our Plan Document Team as a Plan Document Support Specialist. This position may be fully remote or based in our Los Angeles, CA office.

Why Join ASC?

At ASC, we value work life balance and a positive, collaborative culture. Many of our team members have been with ASC for over a decade—something we’re especially proud of. We offer an opportunity to make a real difference for clients who rely on our expertise.

Benefits include:

• 37.5 hour workweek with flexible scheduling
• Medical and dental insurance
• 401(k) and Section 125 plans
• Paid time off (PTO)
• Continuing education and conference attendance
• Home office expense support
• Occasional travel (1-2 times per year)

About the Role

Do you enjoy helping others, solving complex problems, and working with smart, supportive colleagues? As an ASC Plan Document Support Specialist, you’ll play a key role in supporting users of the ASC DGEM Plan Document System and ASC plan documents. You’ll work closely with clients and internal teams to ensure accurate plan documents, smooth system use, and high quality support—combining technical knowledge, customer service, and analytical problem solving.

Key Responsibilities

• Support existing clients using the DGEM Plan Document System and ASC plan documents via phone, email, web, Microsoft Teams, and Zoom, including troubleshooting and software enhancements.
• Respond to client questions involving plan document interpretation and regulatory application.
• Assist with onboarding new clients by helping develop and maintain training materials such as webcasts, videos, user guides, online help, and FAQs.
• Collaborate with internal teams to deliver consulting services through Silver Support and other client requests.
• Partner with document drafters and software developers to design and maintain logic for system generated checklists, validations, forms, and notices (e.g., SPDs, Safe Harbor notices).
• Perform testing on document system product upgrades and enhancements
• Perform data mapping and plan document conversion reviews, including file analysis.
• Review and test new or updated plan document templates for provision accuracy, and proper integration with the DGEM document generation system.
• Work with ASC’s sales and marketing team to support business growth.
• Contribute to additional projects and initiatives as needed.

Qualifications, Skills & Experience

• Broad knowledge of retirement plans, or strong interest in obtaining such knowledge, including applicable IRS and ERISA regulations, demonstrated through an existing professional designation or meaningful progress toward one.
• Minimum of three years’ experience in the retirement plan industry
• Strong organizational, time management, and independent work skills.
• A customer focused mindset with a genuine interest in helping and teaching others.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Experience with ASC DGEM Plan Documents is preferred; experience with other plan document systems will be considered.
• Strong analytical and problem solving skills.
• Comfortable researching and resolving complex document interpretation questions.
• Technically savvy and open to learning new tools and technologies.
• Professional designations (e.g., ASPPA, NIPA) are a plus.
• Patience—and a sense of humor—are essential members of the ASC support team!

Discover Why ASC is the System of Choice for Retirement Plan Professionals CONTACT US