Retirement Document Operations Specialist

3 days 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. • Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services. • Consult with outside counsel or senior management regarding requested contract and service agreement changes. • Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected. • Develop plan filing packages for IRS determination letters. • Assist with plan terminations by assessing status of terminated/abandoned plans.

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 • 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