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Compliance Specialist

Pension Review Services

in Farmingdale NY

Pension Review Services

We are a small Long Island TPA looking for a Compliance specialist to work on plan documents for qualified pension plans, 401(k) plans, profit sharing plans, defined benefit plans, and cash balance plans. This individual would take on the following responsibilities:

  • Prepare plan amendments
  • Prepare plan documents for new plans
  • Prepare restated plan documents

We prepare volume submitter documents using the ftwilliam.com. document system, and knowing the ftwilliam.com document system is a plus, though not a prerequisite. Being able to communicate with staff members and clients and their advisors about plan provisions, reviewing plan documents from takeover clients, doing research into various issues that arise, keeping track of various deadlines and plan characteristics, and occasionally working under tight deadlines -- these are all part of the responsibilities of the position.

How to Apply

Via email to: sfeller@pensionreviewservices.com

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