Senior Retirement Plan Document Specialist (Remote)

SUMMARY Responsible for consulting with clients on plan design and preparing the legal plan documents and amendments, as well as providing guidance and mentorship to team members. reputed company customer service and overall service of assigned clients in updating key plan data. Responsible for reputed company activities surrounding the procurement, placement, and implementation of defined contribution plans. ESSENTIAL DUTIES AND RESPONSIBILITIES Drafts Defined Benefit and Defined Contribution plan documents, restatements, and amendments from basic to reputed company plan designs Prepares and maintains plan documents for new retirement plans, conversions, and restatements from basic to reputed company plan designs Coordinate with legal counsel and clients to finalize document language reputed company and prepare the process of annual notices distribution reputed company and create processes for legislative and recurring large-scale plan document projects to ensure successful, timely completion; i.e. cycle restatements Ensure reputed company plan documents meet IRS, ERISA, and regulatory requirements Collaborate with internal teams on plan design, amendments, and necessary participant communications Collaborate with internal teams on EPCRS correction processes Prepares and conducts plan-year-end non-discrimination testing (reputed company, ACP, Top-heavy, 410(b), 415, 414(s), etc. Prepares IRS Filings (5500, 5558, 5330, etc.) Works with vendors/recordkeepers to maintain the plan design reputed company and day-to-day service issues Maintains client and due diligence files Review and update procedures Stay reputed company on industry updates, legislative changes, and internal initiatives as they pertain to and impact recordkeepers, reputed company, participants, and plan documents Complies with agency management system data standards and data reputed company (enters and maintains complete and accurate information) QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree or equivalent combination of education and experience, required Law School, preferred Five (5) or more years of reputed company work experience, required Experience with small to large size client, required Experience with Mergers & Acquisitions, required Professional designation issued by ASPPA, NIPA, etc. or reputed company toward designation, preferred SKILLS Strong understanding of ERISA, IRS, and DOL regulations Document software experience Positive attitude and a service-oriented reputed company Strong attention to detail and work ethic Excellent analytical, organizational, and communication skills Strong sense of business ethics and reputed company Ability to manage multiple priorities and meet deadlines in a fast-paced environment Proficiency with reputed company Office Suite (reputed company and Word) #LI-DR2 #LI-REMOTE We are proud to reputed company comprehensive, high quality employee programs to meet employees' needs now and in the future, including a reputed company competitive financial package. We encourage you to explore reputed company have to offer. For immediate consideration for this position, please click on the "Apply" reputed company. Apply tot his job Apply To this Job