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Senior ERISA Document Specialist

Pentegra Retirement Services

in NC / NY / OH



Pentegra Retirement Services is currently seeking a Senior ERISA Document Specialist.  Ideally the position will be located in our White Plains, NY, Corporate Headquarters but we will consider candidates that can work from our Columbus (Blacklick), OH, or Charlotte, NC, locations.

Primary functions include: 

  • Hands on work on all types of retirement plans (i.e. 401(k), Defined Benefit, ESOP and 403(b)) including technical research on varied complex benefits issues
  • Plan document drafting including amendments and restatements
  • IRS forms preparation and filings (5310s, Voluntary Compliance Program Filings)
  • QDROs
  • Plan terminations
  • Provide support for internal staff as needed (Sales, Consulting, Operations)
  • Preparation of training materials
  • Manage Plans Document Team
  • Assist General Counsel with ad hoc projects


  • 5+ years relevant experience
  • Excellent communication skills (both written and verbal)
  • Technical Research Skills a must
  • Strong Managerial Skills
  • Multiple employer plan experience a plus

How to Apply

Please send resume with salary requirements to

Thank you.

Visit our web site.

This ad has been viewed 2676 times. It expires on 4/9/2017.

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