Remote Senior Financial Plan Design Specialist

Location: East
Compensation: To Be Discussed
Staff Reviewed: Mon, Nov 07, 2022
This job expires in: 6 days

Job Summary

A software development firm is in need of a Remote Senior Financial Plan Design Specialist.

Candidates will be responsible for the following:

  • Preparing plan documents and Summary Plan Descriptions
  • Conducting a complete, section-by-section review of prospective plan documents
  • Reviewing plan documents

Position Requirements Include:

  • 5-7 years experience in plan administration, including plan review experience
  • 2 years in plan design/business acceptance
  • Detailed knowledge of the retirement industry and product trends
  • Familiarity with all plan types, including 401(A), profit sharing, money purchase, 401(H), and 457
  • Detailed plan design and documentation language knowledge
  • Familiarity with prototype and volume submitter documents

COMPLETE JOB DESCRIPTION

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