Senior Retirement Plan Documents Specialist

Transamerica; Cedar Rapids (IA); Hybrid; USD 67,000 - 88,000; Full time

Benefits offered by this job

Comprehensive benefits package

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Job summary

Transamerica in Cedar Rapids, IA is seeking an experienced professional to analyze, prepare, and maintain retirement plan documents for 401(a), 401(k), and 403(b) plans. You will interpret regulations and partner with clients and advisors to ensure accurate plan descriptions and filings.

The role requires a bachelor’s degree in a business-related field and at least five years of pension/retirement plan experience, with knowledge of ASC, ftwilliam, and Relius document systems.

Qualifications

• Five years of pension/retirement plan experience.
• In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans.
• 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/retirement plan experience

Regulatory knowledge

Strong written communication

Education

Bachelor's degree in business-related field

Tools

ASC

ftwilliam

Relius

Job description

Transamerica in Cedar Rapids, IA is seeking an experienced professional to analyze, prepare, and maintain retirement plan documents for 401(a), 401(k), and 403(b) plans. You will interpret regulations and partner with clients and advisors to ensure accurate plan descriptions and filings.

The role requires a bachelor’s degree in a business-related field and at least five years of pension/retirement plan experience, with knowledge of ASC, ftwilliam, and Relius document systems.