Senior Retirement Plan Document Specialist (Hybrid)

Aegon; United States; Hybrid; USD 67,000 - 88,000; Full time

Job summary

Aegon in the United States seeks an experienced professional to analyze and prepare retirement plan documents for 401(a), 401(k), and 403(b) plans. You will review amendments, restatements, and funding documents while ensuring regulatory compliance and client objectives.

You will collaborate with clients, attorneys, and operations teams to resolve plan document issues, analyze mergers or acquisitions, and provide guidance on complex plan design matters. Hybrid in-office schedule supported.

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, plan document interpretation, and plan design for qualified retirement plans.
• Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes.
• Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences.

Responsibilities

• Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients.
• Analyze and consult on complex plan design changes, ensuring compliance with applicable regulations while supporting client goals and objectives.
• Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues.
• Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to ensure accrued benefits are protected and plan documents align with administrative capabilities.
• Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations.
• Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings.
• Identify potential operational, compliance, and business risks associated with plan document provisions and recommend appropriate solutions.
• Assist in the implementation of legislative and regulatory changes, including plan restatement and amendment projects.
• Serve as a technical resource for retirement plan document and plan design matters.

Skills

Pension expertise

Regulatory knowledge

Written communication

Analytical thinking

Education

Bachelor’s degree in business or related field

Tools

ASC

ftwilliam

Relius

Job description

Aegon in the United States seeks an experienced professional to analyze and prepare retirement plan documents for 401(a), 401(k), and 403(b) plans. You will review amendments, restatements, and funding documents while ensuring regulatory compliance and client objectives.

You will collaborate with clients, attorneys, and operations teams to resolve plan document issues, analyze mergers or acquisitions, and provide guidance on complex plan design matters. Hybrid in-office schedule supported.