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Aegon · 3 days ago

Document Operations Plan Specialist

United States

Full-time

Remote

Entry Level

$46K/yr - $54K/yr

2+ years exp

Aegon is a financial services company that specializes in retirement planning. The Document Operations Plan Specialist is responsible for preparing retirement plan documents and consulting with clients and stakeholders on plan design and compliance issues.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

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 proficiencyBuild rapportTransamerica productsCommunication skillsOrganizational skillsAttention to detail