34 applicants

Company

Transamerica · 1 day ago

Retirement Document Operations Specialist

United States

Full-time

Remote

Entry Level

$46K/yr - $52K/yr

2+ years exp

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Responsibilities

Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.

Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives.

Consult with outside counsel or senior management regarding requested contract and service agreement changes.

Research specific client plan design/compliance situations as assigned.

Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts.

Develop plan filing packages for IRS determination letters.

May assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.

Qualification

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Pension/retirement plan experiencePlan regulationsPlan documentsFinancial services experienceMS Office proficiencyTransamerica products

Required

Bachelor’s degree in a business-related field or equivalent education/experience

Two years of pension/retirement plan experience or relevant financial services experience

Knowledge of plan regulations and plan documents

Strong written/verbal communication skills

Organizational skills and attention to detail

Ability to build rapport with internal and external stakeholder.

Proficiency using MS Office tools

Preferred

Knowledge of Transamerica products and administrative capabilities

Knowledge of plan regulations and plan documents

Benefits

Competitive Pay

Bonus for Eligible Employees

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

Paid Time Off starting at 160 hours annually for employees in their first year of service.

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

Adoption Assistance

Employee Assistance Program

College Coach Program

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs