Apply on Employer Site

Transamerica · 10 hours ago

Document Operations Plan Specialist

Cedar Rapids, IA

Full-time

Hybrid

Entry Level

$46K/yr - $54K/yr

2+ years exp

Transamerica is a financial services company focused on helping individuals achieve financial freedom. The Document Operations Plan Specialist prepares retirement plan documents and works with clients to ensure their plan design aligns with their goals and regulatory requirements.

Financial ServicesImpact InvestingInsurance

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

Pension/retirement plan experiencePlan regulationsMS Office proficiencyCommunication skillsOrganizational skillsBuild rapportTransamerica productsAttention to detail

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

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

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees