Senior Document Operations Plan Specialist

Aegon; United States; Remote; USD 72,000 - 80,000; Full time

Job summary

A leading company in the financial sector is seeking a Senior Document Operations Plan Specialist to manage retirement plan documentation and client relations. This full-time role demands excellent analytical and communication skills and offers an annual salary ranging from $72,000 to $80,000. The position is remote, providing an opportunity for experienced professionals in retirement planning to contribute significantly to client success and organizational goals.

Qualifications

• 5 years of pension/retirement plan experience required.
• Strong knowledge of retirement plan regulations.
• Experience mentoring lower-level staff is preferred.

Responsibilities

• Prepare and manage retirement plan documents for various plans.
• Consult with clients and analyze complex plan design changes.
• Assist with plan terminations and ensure regulatory compliance.

Skills

Customer focus

Communication

Interpersonal skills

Analytical skills

Problem solving

Organizational skills

Education

Bachelor’s degree in a business-related field

Job description

Senior Document Operations Plan Specialist

Full Time

Administration

United States

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

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.
• 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.

Preferred Qualifications

• Knowledge of Transamerica products and administrative capabilities.

Working Conditions

• Remote

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

Compensation:

The salary for this position generally ranges between $72,000-$80,000 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.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.