Senior Document Operations Plan Specialist

March 28

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Transamerica

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Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

Insurance • Investments • Retirement

5001 - 10000 employees

Founded 1904

💸 Finance

📋 Description

• Review and analyze retirement plan documents. • Prepares and manages plan and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans. • Prepare plan documents, summary plan descriptions, amendments and funding documents. • Verify accrued benefits are protected, system issues identified and documents are congruent with system setup. • Consult with clients, client counsel, advisors, and other operational areas regarding complex plan design changes. • Research specific client plan design/compliance situations as assigned. • Review, analyze and consult on plan mergers and spin-offs. • Develop plan filing packages for IRS determination letters. • Assist with plan terminations by assessing status of terminated/abandoned plans. • May mentor and provide assistance to lower level staff.

🎯 Requirements

• Bachelor’s degree in a business-related field or equivalent education/experience. • Five years of pension/retirement plan experience. • In-depth knowledge of retirement plan regulations and plan documents. • Strong customer focus, communication and interpersonal skills. • Analytical skills and attention to detail. • Decision-making and problem-solving skills. • Organizational skills. • 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 • Paid Time Off starting at 160 hours annually • Ten (10) paid holidays per year • Be Well Company holistic wellness program • Parental Leave – fifteen (15) days • 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