Senior Retirement Plan Documentation Specialist

Socket.dev; Cedar Rapids (IA); On-site; USD 67,000 - 88,000; Full time

Job summary

Transamerica in Cedar Rapids, IA is seeking an experienced retirement plan document specialist to analyze, interpret, and prepare retirement plan documents for 401(a), 401(k), and 403(b) plans.

You will consult on plan design changes, ensure regulatory compliance, and collaborate with clients, attorneys, and management teams. A Bachelor’s degree and five years of pension experience are required; ASC/ftwilliam/Relius experience preferred.

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.

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 knowledge

Regulatory compliance

Communication skills

Education

Bachelor's degree in business-related field or equivalent education/experience

Tools

ASC

ftwilliam

Relius

Job description

Transamerica in Cedar Rapids, IA is seeking an experienced retirement plan document specialist to analyze, interpret, and prepare retirement plan documents for 401(a), 401(k), and 403(b) plans.

You will consult on plan design changes, ensure regulatory compliance, and collaborate with clients, attorneys, and management teams. A Bachelor’s degree and five years of pension experience are required; ASC/ftwilliam/Relius experience preferred.