Retirement Document Specialist
Pentegra Services, Inc.•Remote, US,
•$70,000 - $80,000
About The Position
Preparation of plan documents and assistance with plan provision questions from internal staff.
Requirements
- Minimum of 3 years’ experience in retirement services industry
- Proficient in Microsoft Word and Excel
- Review and interpretation of plan provisions
- Able to communicate clearly and professionally to clients
- Able to multi-task and meet deadlines
Nice To Haves
- Minimum of 2 years’ experience with drafting plan documents
- Experience in Retirement Plan Administration
- Experience in SalesForce
- Proficient in Relius/FIS Documents System
Responsibilities
- Review of new client plan documentation and draft appropriate documents for conversion.
- Analyze prospective clients’ plan documents, including 401(k), profit sharing, and 403(b) for potential takeover.
- Draft plan amendments and resolutions for all products.
- Draft and review summary plan descriptions (SPD) and summary of material modifications (SMM) as plans are amended.
- Draft required IRS/DOL annual plan notices.
- Research client requests to determine whether their plans comply with applicable government regulations and if Pentegra can and will administer such requests.
- Act as a liaison for Internal Sales, Conversions and Operations to assist with document concerns.
- Perform any additional duties, as assigned.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
