Retirement Document Specialist

ADP, Inc.; United States; Remote; USD 70,000 - 80,000; Full time

Job summary

Pentegra is seeking a Retirement Document Specialist for a full-time professional remote role in the US. The position focuses on preparing plan documents and assisting with plan provision questions from internal staff.

Responsibilities include reviewing client plan documentation, drafting amendments, SPD/SMM, and IRS/DOL notices, while coordinating with Internal Sales, Conversions and Operations. Requires 3+ years in retirement services and proficiency in Word/Excel.

Qualifications

• Minimum 3 years’ experience in retirement services.
• Minimum 2 years’ experience drafting plan documents.
• 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.

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.

Skills

Plan document drafting

Document review

Client communication

Retirement services

Tools

Salesforce

Relius/FIS Documents System

Microsoft Word

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Retirement Document Specialist

Full Time Professional Remote, US

Salary Range: $70,000.00 To $80,000.00 Annually

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