Senior Retirement Plan Documentation Specialist

Transamerica Corporation; Cedar Rapids (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Pension plan

401k match

Paid time off

Job summary

Transamerica is seeking an experienced professional for the Document Management role focused on retirement plan documents and amendments. You will prepare plan filings, assess system alignment, and consult with clients and counsel to navigate complex plan designs.

The position emphasizes regulatory knowledge, strong communication, and meticulous attention to detail within an office environment as part of a larger financial services organization.

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.

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.

Skills

MS Office

Customer focus

Analytical

Decision making

Organizational skills

Education

Bachelor’s degree in business-related field

Tools

MS Office

Job description

Transamerica is seeking an experienced professional for the Document Management role focused on retirement plan documents and amendments. You will prepare plan filings, assess system alignment, and consult with clients and counsel to navigate complex plan designs.

The position emphasizes regulatory knowledge, strong communication, and meticulous attention to detail within an office environment as part of a larger financial services organization.