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Implementations and Documents Specialist

Stones River Consulting

in Remote

Logo for Stones River Consulting

SRC is looking for a person to be a part of our team as an Implementations and Documents Specialist.

 

Responsibilities and Key Tasks:

  • Maintain documentation of compliance activities.
  • Create and upload new plan documents, amendments, and other paperwork as required.
  • Generate annual notices to be distributed out by the staff.
  • Assist with completion of recordkeeper plan specs for onboarding plans.
  • Will attend onboarding calls with the various recordkeepers.
  • Use software to track all stages of onboarding clients.

Requirements:

  • This position requires 2-3 years of plan administrator experience.
  • Strongly prefer FT Williams experience but will consider other plan document experience.
  • Ability to work remotely and with technology requirements.

 

An Implementations and Documents Specialist plays a vital role in the overall success for our firm. Our entrepreneurial environment provides excellent opportunity for systems improvement to positively impact our practice.

Compensation commiserate with experience.

About Stones River Consulting

Stones River Consulting (SRC) is a small TPA firm known for our honest approach to retirement planning.

We believe our clients are our partners. We specialize in providing small businesses with the customization usually only given to large companies.

 

COMPANY SIZE: 1 - 12 employees
INDUSTRY:  401(k) Plan Administration
HEADQUARTERS:  2441Q Old Fort Pkwy, Murfreesboro, Tennessee 37128, United States
WEBSITE:  http://www.src401k.com

Employment Type:  Full-Time
Benefits: Medical, Dental, Vision, Life, 401(k), PTO

How to Apply

Please send your resume and a cover letter to Dena Oneal, Director of Operations at dena@src401k.com.


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Stones River Consulting has trusted BenefitsLink to help reach qualified candidates for this opening.

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