Senior Retirement Plan Documentation Specialist

Pentegra Retirement Services; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Pentegra Retirement Services is seeking a qualified professional to prepare plan documents and assist with plan provision questions from internal staff. You will review client plan documents, draft conversions, and help ensure compliance with applicable regulations.

The role involves drafting amendments, SPD/SMM, plan notices, and liaison with Internal Sales, Conversions and Operations. A strong background in retirement services and document drafting is required.

Qualifications

• 3+ years of experience in retirement services.
• 2+ years drafting plan documents (preferred).
• Experience in Retirement Plan Administration is a plus.
• Experience in SalesForce is a plus.
• Proficient in Relius/FIS Documents System.

Responsibilities

• Review new client plan documentation and draft documents for conversion.
• Analyze prospective clients’ plan documents (401(k), profit sharing, 403(b)) for takeover potential.
• Draft plan amendments and resolutions for all products.
• Draft SPD and SMM as plans are amended.
• Draft IRS/DOL annual plan notices.
• Research client requests to determine compliance with government regulations and Pentegra’s administration.
• Act as liaison for Internal Sales, Conversions and Operations.
• Perform additional duties as assigned.

Skills

Communication

Multi-tasking

Client communication

Tools

SalesForce

Relius/FIS Documents System

Job description

Pentegra Retirement Services is seeking a qualified professional to prepare plan documents and assist with plan provision questions from internal staff. You will review client plan documents, draft conversions, and help ensure compliance with applicable regulations.

The role involves drafting amendments, SPD/SMM, plan notices, and liaison with Internal Sales, Conversions and Operations. A strong background in retirement services and document drafting is required.