Plan Documents Specialist

CPS Inc.; Illinois; Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Remote opportunity

Medical benefits

Dental benefits

Vision benefits

Generous PTO

Growth potential

Job summary

CPS Inc. is seeking a Retirement Plan Document Specialist to Prepare, review, and maintain qualified retirement plan documents and amendments.

You will draft restatements, amendments, and regulatory updates to stay compliant with IRS, ERISA, and DOL rules, and work with plan admins and clients to answer questions. This full-time remote role offers up to $90,000 based on experience, plus comprehensive medical, dental, and vision benefits and generous PTO.

Qualifications

• 3+ years of experience working with retirement plan documents at a Third-Party Administrator (TPA)
• Strong knowledge of qualified retirement plans (e.g., 401(k), profit sharing, cash balance)
• Experience drafting plan documents, amendments, and restatements
• Working knowledge of IRS and ERISA regulations affecting retirement plans
• Excellent attention to detail and organizational skills
• Strong written and verbal communication abilities
• Ability to manage multiple priorities while meeting deadlines

Responsibilities

• Prepare, review, and maintain qualified retirement plan documents and amendments.
• Draft plan restatements, discretionary amendments, and required regulatory updates.
• Ensure plan documents remain compliant with IRS, ERISA, and Department of Labor regulations.
• Research legislative changes and implement required document updates.
• Work closely with plan administrators, compliance teams, and clients to resolve document-related questions.
• Review plan provisions for accuracy and consistency.
• Assist with plan corrections and document remediation projects as needed.
• Maintain organized records and documentation for all plan document changes

Skills

TPA experience

Plan drafting

IRS/ERISA knowledge

Attention to detail

Communication skills

Multitasking

Job description

What You'll Do:

• Prepare, review, and maintain qualified retirement plan documents and amendments. Draft plan restatements, discretionary amendments, and required regulatory updates. Ensure plan documents remain compliant with IRS, ERISA, and Department of Labor regulations. Research legislative changes and implement required document updates. Work closely with plan administrators, compliance teams, and clients to resolve document-related questions. Review plan provisions for accuracy and consistency. Assist with plan corrections and document remediation projects as needed. Maintain organized records and documentation for all plan document changes.

What We\'re Looking For:

• 3+ years of experience working with retirement plan documents at a Third-Party Administrator (TPA). Strong knowledge of qualified retirement plans, including 401(k), profit sharing, and cash balance plans. Experience drafting plan documents, amendments, and restatements. Working knowledge of IRS and ERISA regulations affecting retirement plans. Excellent attention to detail and organizational skills. Strong written and verbal communication abilities. Ability to manage multiple priorities while meeting deadlines.

What You\'ll Receive:

• 100% Remote opportunity Salary up to $90,000 (based on experience) Comprehensive medical, dental, and vision benefits Generous paid time off (PTO) Opportunity to join a collaborative team with strong long-term growth potential #LI-KO2