Senior Retirement Plan Documents Compliance Lead

Ascensus; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid-Time-Off

Health Savings Account with employer

401(k) & 529 college savings match

Volunteer and charitable-giving

Business casual dress

Job summary

Ascensus seeks a Sr Plan Document Compliance Specialist to drive compliance during the New Business/Transition process and advise on plan design. You will assist the document services team and coordinate with Sales, Relationship Managers and other stakeholders.

The ideal candidate has at least a Bachelor's degree, 10+ years of plan document experience, and a QKA designation is preferred. A robust benefits package and opportunities for leadership across the department are available.

Qualifications

• 4 Year / Bachelor's degree required or equivalent experience.
• Minimum of 10 years of plan document experience.
• QKA designation preferred.

Responsibilities

• Review plan documents for compliance across client types.
• Provide consultation on plan design during design calls.
• Prepare initial document packages including policies, forms, and notices.
• Input document information in CRM.
• Support client calls to explain document issues.
• Lead process improvements and cross-functional initiatives.
• Coordinate ongoing training for team members.
• Quality review documents prior to client distribution.
• Transition all plan types and products in New Business (DC, DB, NQ).
• Provide document and compliance support to internal partners.

Skills

Plan document compliance

QKA designation (preferred)

Experience with 401(k) plans

Education

Bachelor's degree

Tools

CRM software

Job description

Ascensus seeks a Sr Plan Document Compliance Specialist to drive compliance during the New Business/Transition process and advise on plan design. You will assist the document services team and coordinate with Sales, Relationship Managers and other stakeholders.

The ideal candidate has at least a Bachelor's degree, 10+ years of plan document experience, and a QKA designation is preferred. A robust benefits package and opportunities for leadership across the department are available.