CPS, Inc. · 21 hours ago
TPA Plan Documents Specialist - 100% Remote
United States
Full-time
Remote
Mid Level
$80K/yr - $100K/yr
3+ years expCPS, Inc. is partnering with a well-established Third-Party Administrator (TPA) seeking an experienced Retirement Plan Documents Specialist. This role involves drafting and managing retirement plan documents while ensuring compliance with regulations and providing support on plan design strategies.
Human ResourcesRecruiting
Hiring Manager
Kayla Omiecinski
Responsibilities
Draft, restate, and amend qualified retirement plan documents (401(k), Profit Sharing, Cash Balance, and Combo plans)
Interpret plan provisions and ensure documents align with plan operations and compliance requirements
Manage plan conversions, takeovers, and regulatory updates
Prepare adoption agreements, amendments, SPDs, and related compliance materials
Consult with internal administrators and clients on plan design strategies and document questions
Research IRS/DOL regulations and apply technical guidance accurately
Maintain document libraries and ensure timely completion of restatements and required updates
Support special projects related to compliance and regulatory changes
Qualification
Required
3+ years of retirement plan document or compliance experience within a TPA or retirement services environment
Strong knowledge of qualified plan rules and regulations
Experience drafting or maintaining plan documents and amendments
Detail-oriented with strong analytical and technical skills
Comfortable managing deadlines independently in a remote setting
Excellent written and verbal communication skills
Preferred
ASC experience preferred (other industry software welcomed)
Exposure to plan design consulting
QKA, QKC, or other ASPPA credentials (or working toward)
Benefits
100% remote flexibility
Stable, growing TPA with supportive leadership
Collaborative, low-drama culture
Opportunity to be the technical expert and truly own your work
Company
CPS, Inc.
CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
51-200 employees
H1B Sponsorship
CPS, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (7)
Funding
Current Stage
Growth StageLeadership Team
Jim Clark
Partner
Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
Recent News
GlobalFinTechSeries
2023-07-05
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