Aegon · 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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Pension plan experienceRetirement plan experiencePlan regulations knowledgeMS Office proficiencyStakeholder rapport buildingTransamerica products knowledge