Senior Document Operations Plan Specialist

Transamerica; United States; Remote; USD 66,000 - 74,000; Full time

Job summary

An established industry player is seeking a detail-oriented professional to join their retirement plan management team. In this role, you will review and analyze retirement plan documents, ensuring compliance and protection of accrued benefits. You will collaborate with clients and internal teams to address complex plan design changes while providing exceptional service. This position offers a unique opportunity to contribute to the financial well-being of individuals and families, all within a supportive and inclusive work environment. If you are passionate about making a difference and have a strong background in retirement plans, this could be the perfect fit for you.

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Employee Assistance Program

Qualifications

• 5 years of experience in pension/retirement plan management.
• Strong knowledge of retirement plan regulations and documents.

Responsibilities

• Prepare and manage retirement plan documents for various plans.
• Consult with clients and manage complex plan design changes.

Skills

Customer focus

Communication skills

Interpersonal skills

Analytical skills

Decision-making skills

Problem-solving skills

Organizational skills

Education

Bachelor’s degree in a business-related field

Tools

MS Office

Job description

Job Family

Adm - Document Management

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses: 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long-term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com.

Job Description Summary

Review and analyze retirement plan documents. Prepares and manages plan and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans.

Job Description

Responsibilities

• Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.
• Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding complex plan design changes, business risks and other issues to accommodate client goals and objectives.
• Consult with outside counsel or senior management regarding requested contract and service agreement changes.
• Research specific client plan design/compliance situations as assigned; assist with complex, high level escalations.
• Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts.
• Develop plan filing packages for IRS determination letters.
• Assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.
• May mentor and provide assistance to lower level staff.

Qualifications

• Bachelor’s degree in a business-related field or equivalent education/experience.
• Five years of pension/retirement plan experience.
• In-depth knowledge of retirement plan regulations and plan documents.
• Strong customer focus, communication and interpersonal skills to build relationships and convey plan design details.
• Analytical skills and attention to detail.
• Decision-making and problem-solving skills to resolve complex plan issues.
• Organizational skills.
• Proficiency using MS Office tools.

Preferred Qualifications

• Knowledge of Transamerica products and administrative capabilities.

Working Conditions

• Remote

Compensation:

The salary for this position generally ranges between $66,000-$74,000 annually. This range is an estimate, based on potential qualifications and operational needs. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.