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Plan Document Support Specialist

Actuarial Systems Corporation

in Sylmar CA / Telecommute

Due to expansion in our Plan Document area, ASC is seeking a self-motivated retirement plan professional to join our Plan Document Team.

Do you like making someone’s day? Do you find satisfaction in helping others and solving problems? Do you enjoy working with bright, supportive colleagues?  If so, you might love working as an ASC Plan Document Support Specialist. Your role would be to support our many users of the ASC DGEM Plan Document system.  This support includes working with our clients and other members of the ASC team. 

Job location may be telecommuting, or if preferred, working from our Los Angeles, CA office.  This full-time position is 37.5 hours per week.  Benefits include flexible hours, medical and dental insurance, 401(k) and 125 plans, PTO, continuing education/conference attendance, and home office costs.  Travel may be required a few times a year.

ASC places a high value on work-life balance and creating a positive, fun, and stable environment.  Most staff have been with ASC for over 10 years, demonstrating the enjoyment they receive from being a part of the ASC team.  

Responsibilities may include:

  • Support our existing clients in their continued use of the DGEM system via phone, web and email.  This includes troubleshooting and implementing software enhancements.
  • Work with our document drafters and the software development team to create the logic necessary to draft and update various checklists (including validations), forms and notices that the system generates (e.g. SPDs, Safe Harbor notices, etc.). 
  • Help to on-board new clients via materials and training. This includes updating training materials, including webcasts, video series, user guides, online Help and FAQs.
  • Answer document interpretation questions when they arise.
  • Work with our existing staff to respond to our clients that request consulting services via Silver Support and other requests.  
  • Work with our established sales and marketing team to grow the business.
  • Complete various other tasks and projects as assigned.

Qualifications, Skills and Requirements: 

  • Broad knowledge of retirement plans, IRS and ERISA regulations. 
  • Must be self-motivated with exceptional organizational and time-management skills.
  • Must be able to work independently and meet deadlines. 
  • Excellent customer service mindset – focused on helping and teaching.
  • Excellent writing and communication skills.
  • Proficient in Microsoft Word, Excel and Power Point.
  • ASC DGEM Plan Document system experience is preferred, but experience with other Plan Documents/system will be considered. 
  • Enjoy analysis and problem-solving.
  • Comfortable researching questions that require document interpretation. 
  • Comfortable with software and the ability to apply new technology. 
  • Industry knowledge - Professional designations (e.g. ASPPA, NIPA) are valued.
  • Minimum of five years in the retirement plan industry required, less may be accepted based on experience.

How to Apply

If you wish to apply for this position, send your resume to jobs@asc-net.com


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