Senior Plan Document Consultant - Tax Exempt Corporate Markets

Location: Remote
Compensation: Salary
Staff Reviewed: Fri, Feb 09, 2024
This job expires in: 11 days

Job Summary

A company is looking for a Senior Plan Document Consultant - Tax Exempt & Corporate Markets.

Key Responsibilities:
  • Interpret and analyze complex plan documents and code provisions for retirement plans
  • Create and maintain plan documents for startup, spinoff, and conversion retirement plans
  • Provide plan design consultations and support during the onboarding process

Required Qualifications:
  • B.S or B.A. Degree preferred
  • 10+ years of experience in defined contribution/qualified plan
  • Proficient knowledge of ERISA and IRS regulations
  • Experience with plan document restatements and plan design consultations
  • Positive, collaborative, and proactive attitude

COMPLETE JOB DESCRIPTION

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