Aegon · 1 day ago

Retirement Plan Document Associate

United States

Full-time

Remote

Entry Level

$44K/yr - $52K/yr

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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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MS Office proficiencyPension plans experienceRetirement plans experienceTransamerica products