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Senior Retirement Plan Document Specialist

Alliant Insurance Services

(Remote)

SUMMARY

Responsible for consulting with clients on plan design and preparing the legal plan documents and amendments, as well as providing guidance and mentorship to team members. Provide customer service and overall service of assigned clients in updating key plan data. Responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.


ESSENTIAL DUTIES AND RESPONSIBILITIES

• Drafts Defined Benefit and Defined Contribution plan documents, restatements, and amendments from basic to complex plan designs
• Prepares and maintains plan documents for new retirement plans, conversions, and restatements from basic to complex plan designs
• Coordinate with legal counsel and clients to finalize document language
• Lead and prepare the process of annual notices distribution
• Lead and create processes for legislative and recurring large-scale plan document projects to ensure successful, timely completion; i.e. cycle restatements
• Ensure all plan documents meet IRS, ERISA, and regulatory requirements
• Collaborate with internal teams on plan design, amendments, and necessary participant communications
• Collaborate with internal teams on EPCRS correction processes
• Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.
• Prepares IRS Filings (5500, 5558, 5330, etc.)
• Works with vendors/recordkeepers to maintain the plan design integrity and day-to-day service issues
• Maintains client and due diligence files
• Review and update procedures
• Stay current on industry updates, legislative changes, and internal initiatives as they pertain to and impact recordkeepers, employers, participants, and plan documents
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

QUALIFICATIONS
EDUCATION / EXPERIENCE

• Bachelor's Degree or equivalent combination of education and experience, required
• Law School, preferred
• Five (5) or more years of related work experience, required
• Experience with small to large size client, required
• Experience with Mergers & Acquisitions, required
• Professional designation issued by ASPPA, NIPA, etc. or progress toward designation, preferred

SKILLS

• Strong understanding of ERISA, IRS, and DOL regulations
• Document software experience
• Positive attitude and a service-oriented mindset
• Strong attention to detail and work ethic
• Excellent analytical, organizational, and communication skills
• Strong sense of business ethics and integrity
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Proficiency with Microsoft Office Suite (Excel and Word)

How to Apply

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