Prepares retirement plan documents, amendments and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans.
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 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.
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.
May 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.
Bachelor's degree in a business-related field or equivalent education/experience
Two years of pension/retirement plan experience or relevant financial services experience
Knowledge of plan regulations and plan documents
Strong written/verbal communication skills
Organizational skills and attention to detail
Ability to build rapport with internal and external stakeholder.
Proficiency using MS Office tools
Knowledge of Transamerica products and administrative capabilities
Knowledge of plan regulations and plan documents
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.