Retirement Document Specialist
Job Summary
To support the preparation of plan documents, the full-time Retirement Document Specialist will analyze client plan documentation, draft necessary amendments, and ensure compliance with government regulations while working remotely.
Key responsibilities
- Review new client plan documentation and draft appropriate documents for conversion
- Draft plan amendments, summary plan descriptions, and required IRS/DOL annual plan notices
- Act as a liaison for internal teams to assist with document-related concerns
Required qualifications
- Minimum of 3 years' experience in the retirement services industry
- Minimum of 2 years' experience with drafting plan documents
- Proficient in Relius/FIS Documents System preferred
- Proficient in Microsoft Word and Excel
- Experience in Retirement Plan Administration is a plus
Complete Job Description
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