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Document Specialist


in Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX / FL

Logo for Definiti

Definiti is an emerging national leader in retirement services through the acquisition and integration of highly successful regional retirement services providers. These specialists in 401(k) plan design and compliance, recordkeeping, pensions, and actuarial consulting each demonstrate a commitment to excellent customer service, strong financial performance, and the desire to build a strong national competitor.Purpose of position

The Document Specialist will be responsible for the preparation of qualified plan documents (i.e., 401(k) plan documents) for the Internal Revenue Service (“IRS”) Cycle 3 required restatement period. This is a project based position for up to 15 months.

Primary Duties and Responsibilities

  • Conversion of qualified plan documents for the Cycle 3 restatement period
  • Preparation of plan documents for new and takeover clients
  • Preparation of plan amendments for existing clients
  • Preparation of Plan Termination documents for existing clients

Competencies Required

  • Experience with ASC or similar document software system
  • Demonstrates excellent attendance, punctuality and time management
  • Ability to work independently and as part of a team in a fast-paced environment
  • Prompt follow-up on open items with clients or internal team members
  • Ability to maintain data entry accuracy while multitasking and focusing to meet deadlines
  • Conveys a professional and positive attitude while interacting with internal team members

Education and Qualifications

  • Minimum 2 years of experience in a financial services operation’s environment
  • Broad knowledge of the retirement plan industry
  • Bachelor’s Degree in Accounting, Finance or related field: equivalent experience may be considered in lieu of degree

Travel Requirements


 This position is new. If you are still in the job market, feel free to reapply. 

How to Apply

Apply Now

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