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Document Consulting Manager/Attorney

Wolters Kluwer - ftwilliam.com

in Remote

BASIC FUNCTION

ftwilliam.com is a leading provider of software for retirement service providers with approximately 100,000 plans currently using ftwilliam.com documents.  The document product line consists of a wide range of retirement plan documents and welfare benefit plans as well as all related forms and notices. 

This position assists the efforts of the document drafting team serving as a drafter and subject matter expert to help develop a strategic direction for the FTW Plan Documents module.  Additional responsibilities include working with other members of the ftwilliam.com team with drafting, quality control (testing), and accuracy of all retirement and welfare benefit plan documents on the ftwilliam.com system.   

In addition, this position stays current on regulations and provides details to leadership to help guide decisions regarding document content and features. They will also provide support to internal and external clients with technical and product issues, working independently to resolve complex inquiries by researching technical publications, and product guides.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

This position assists with all aspects of the ftwilliam.com document software. ftwilliam.com supports retirement service providers, and the products are designed to serve as a total document solution for them. Documents offered by ftwilliam.com include 401(k), 403(b), defined contribution (DC), defined benefit (DB), 409A, 457(b), ESOP, cash balance, governmental plans, church plans, and welfare plans.  

As a drafter and subject matter expert, this position assists with monitoring and implementing legal updates that affect the plan types offered by ftwilliam.com. Additionally, they will need to view technical and legal changes through the eyes of the customer and provide practical solutions to clients. 

• Work with other document team members, IT, and QA staff to see a project from initial design to final client release. 
• Assist with plan document restatement projects and arrange any outside council needed to assist in drafting and review responsibilities before they are submitted to the IRS. 
• Document drafting - prepare updates for changes in law and guidance for all document types on the system, including preparing documents for IRS pre-approval 
• Ensure that any necessary required amendments are identified and drafted to be used within the ftwilliam.com plan document software. 
• Meet with the plan document and support teams weekly to help provide project updates, legislation updates, and bring expertise to the team to help with product decisions. 
• Document consulting - while no legal advice is provided, this position frequently assists sales, customers, and prospective customers with document drafting questions 
• Draft or assist with drafting of customer communications and support materials 
• Draft/review technical updates for customers 
• Prepare and conduct training for current and potential customers as well as support staff 
• Attend industry and ftwilliam.com conferences when requested

JOB QUALIFICATIONS

Education: 

• J.D.

Experience:

• 5 years’ experience with plan documents, forms software and how those elements work within a retirement services client’s practice 
• 5 years’ document drafting experience preferred 
• Knowledge of regulations and legislation affecting plan documents  
• Proven ability to communicate complex concepts to internal and external clients 

Other Knowledge, Skills, Abilities or Certifications:

• ASPPA or NIPA credentials preferred 
• Ability to communicate technical concepts to technical and non-technical audiences 
• Demonstrates good oral and written communication skills 
• Ability to effectively interact with business managers, support staff, and other document team members 
• Ability to perform work independently with minimal supervision and to exercise sound, independent judgment and discretion 
• Demonstrates ability to fulfill designated responsibilities 
• Proficiency in MS Office products such as Excel, Word, Outlook and other typical business software applications  
• Ability to manage multiple concurrent projects 
• Analytical and problem-solving skills 
• Demonstrated aptitude for learning new technologies 

Travel Requirements:

• Travel required to ftwilliam.com office(s), if located remotely 
• Travel required to leading industry conferences nationally to represent ftwilliam.com 
• Adequate and appropriate home office environment if located remote from general offices 

How to Apply

Please send resumes to Holly Roussel-Godfrey - h.roussel-godfrey@wolterskluwer.com. 

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