Retirement Document Specialist

Pentegra Retirement Services; United States; Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Pentegra Retirement Services is seeking a qualified professional to prepare plan documents and assist with plan provision questions from internal staff. You will review client plan documents, draft conversions, and help ensure compliance with applicable regulations.

The role involves drafting amendments, SPD/SMM, plan notices, and liaison with Internal Sales, Conversions and Operations. A strong background in retirement services and document drafting is required.

Qualifications

• 3+ years of experience in retirement services.
• 2+ years drafting plan documents (preferred).
• Experience in Retirement Plan Administration is a plus.
• Experience in SalesForce is a plus.
• Proficient in Relius/FIS Documents System.

Responsabilités

• Review new client plan documentation and draft documents for conversion.
• Analyze prospective clients’ plan documents (401(k), profit sharing, 403(b)) for takeover potential.
• Draft plan amendments and resolutions for all products.
• Draft SPD and SMM as plans are amended.
• Draft IRS/DOL annual plan notices.
• Research client requests to determine compliance with government regulations and Pentegra’s administration.
• Act as liaison for Internal Sales, Conversions and Operations.
• Perform additional duties as assigned.

Connaissances

Communication

Multi-tasking

Client communication

Outils

SalesForce

Relius/FIS Documents System

Description du poste

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

Job Summary:

Preparation of plan documents and assistance with plan provision questions from internal staff.

Responsibilities

• Review of new client plan documentation and draft appropriate documents for conversion.
• Analyze prospective clients’ plan documents, including 401(k), profit sharing, and 403(b) for potential takeover.
• Draft plan amendments and resolutions for all products.
• Draft and review summary plan descriptions (SPD) and summary of material modifications (SMM) as plans are amended.
• Draft required IRS/DOL annual plan notices.
• Research client requests to determine whether their plans comply with applicable government regulations and if Pentegra can and will administer such requests.
• Act as a liaison for Internal Sales, Conversions and Operations to assist with document concerns.
• Perform any additional duties, as assigned.

Requirements

• Minimum of 3 years’ experience in retirement services industry
• Minimum of 2 years’ experience with drafting plan documents, preferred
• Experience in Retirement Plan Administration is a plus but not required
• Experience in SalesForce is a plus but not required
• Proficient in Relius/FIS Documents System preferred
• Proficient in Microsoft Word and Excel
• Review and interpretation of plan provisions
• Able to communicate clearly and professionally to clients
• Able to multi-task and meet deadlines