Senior Plan Document Specialist

Job Summary

Leading document plan design calls, the fully remote Senior Plan Document Specialist will create and update retirement plan documents, ensuring compliance and collaborating with plan sponsors and advisors throughout the process.

Key responsibilities

• Conduct consultative plan document design calls with plan sponsors and advisors during implementation
• Prepare plan documents, including restatements and board resolutions, while coordinating with all stakeholders
• Assist with discretionary amendments and mandatory interim amendments/restatements as needed

Required qualifications

• Bachelor's degree preferred
• Experience drafting plan documents and participant communications
• Ability to lead client/advisor calls and provide consultative feedback
• QKA and FT William plan document experience preferred
• Advanced Microsoft Office skills, particularly in Outlook, Word, Excel, PowerPoint, and Access