Remote Plan Document Support Specialist Flexible Hours

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 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.