Plan Document Specialist

Job Summary

A company is looking for a Plan Document Specialist to assist in creating and updating retirement plan documents and ensuring compliance with regulations.

Key Responsibilities

• Lead consultative plan document design calls with plan sponsors and advisors
• Prepare plan documents, including restatements and board resolutions
• Coordinate with all stakeholders regarding plan design and provisions

Required Qualifications

• Bachelor's degree preferred
• Experience drafting plan documents and participant communications
• Ability to lead client/advisor calls for consultative feedback
• QKA certification preferred
• FT William plan document experience preferred