Document Operations Retirement Plan Specialist

5 hours ago

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• 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.

Requirements

• 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

Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • 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. • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs