Retirement Document Specialist

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

Job summary

Pentegra is seeking a Retirement Document Specialist to prepare plan documents and assist with plan provision questions from internal staff. This remote, full-time role in the United States offers a salary range of $70,000 to $80,000 annually and involves drafting plan documents, amendments, and SPD/SMMs for 401(k), profit sharing, and 403(b) plans.

Candidates should have at least 3 years of retirement services experience, 2 years drafting documents, strong Word/Excel skills, and proficiency

Qualifications

• 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.
• 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

Microsoft Word

Microsoft Excel

Clear communication

Attention to detail

Tools

Salesforce

Relius/FIS Documents System

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

19 days ago Requisition ID: 1281

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