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Plan Document Specialist

ERISA Services, Inc.

(Remote)

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022, 2023 and 2024 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work.

ERISA Services is looking to add a Document Specialist to our team.  We have a need in our document team.  If you have experience working in the retirement industry drafting and finalizeing new plan docuemnts, service agreements and amendments, please submit your resume.  We would love to talk to you about our opening.

Position summary: 
Works directly with Sales Consultants and New Clients to draft and finalize all new plan documents, service agreements and amendments.

Role qualifications:        

• 6-10 Years of Retirement Industry experience  
• Proficient MS Office and computer skills 
• Ability to effectively multitask and maintain quality
• Ability to effectively receive direction and instruction from multiple team members 
• Excellent verbal and written communication skills
• Punctual and dependable
• Able to work with minimum supervision    
• Must be client focused

Position responsibilities:

• Generate documents and amendments from FT Williams Documents
• Peer review of drafted documents and amendments
• Generate restatements using FT Williams Documents
• Prepare and process plan termination documents
• Generate all required notices via FT Williams Documents
• Update Pension Pal, or relevant CRM systems, with amendment provisions
• Process amendment and document signature pages when finalized
• Gathers specifications for new plans from new business team members
• Files all new business documents
• Generates ERISA Services client service agreements
• Reviews draft documents with the new business team
• Finalizes all new plan documents
• Utilize FTW e-signature program
• Enters all new plan provisions in Pension Pal software program
• Any other tasks as requested by Management

Essential skills and experience:

• Time management: the ability to organize and manage multiple priorities
• Excellent attention to detail
• Excellent interpersonal and communication skills
• Strong team player
• Commitment to company values
• Above average computer proficiency

Valued but not required skills and experience:

• Bachelor’s degree 
• Plan Administration Experience and understanding of ERISA regulations

Reporting to this position:  

• No direct reports

Physical demands and work environment:  

ERISA Services is a Drug Free Workplace and is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind:  ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.  All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.  ERISA will not tolerate discrimination or harassment based on any of these characteristics.  ERISA encourages applicants of all ages.  

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