Retirement Document Specialist

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position. Job Summary:Preparation of plan documents and assistance with plan provision questions from internal staff. 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. Requirements: - Minimum of 3 years’ experience in retirement services industry - Minimum of 2 years’ experience with drafting plan documents, preferred - Experience in Retirement Plan Administration is a plus but not required - Experience in SalesForce is a plus but not required - Proficient in Relius/FIS Documents System preferred - 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 Originally posted on Himalayas