Plan Document Specialist

Responsible for the following tasks related to basic to medium complexity retirement plans:

Draft plan document including new plan documents and plan restatements

Draft plan amendments

Prepare/update Summary of Plan Description and other related documents

Prepare IRS submissions

Prepare plan termination documents and submissions

Prepare annual notices

Perform technical research to answer compliance questions or resolve compliance issues

Work with Relationship Consultant to ensure signed documents are accurate and received timely

Complete assigned projects timely, accurately and in a cost effectively manner

Proactively participate in process improvement and innovation of current systems

Ensure client plan document files and records are organized and up to date

Commitment to ongoing pension education along with staying curre...