Job Summary
A financial and insurance services company is seeking a Remote Senior Document Operations Plan Specialist.
Core Responsibilities Include:
- Preparing plan documents, summary plan descriptions, amendments and funding documents
- Consulting with outside counsel or senior management regarding requested contract
- Researching specific client plan design/compliance situations as assigned
Applicants must meet the following qualifications:
- 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
- Proficiency using MS Office tools