Job Description Summary Responsible for technical research and analysis as a result of new legislation, regulatory developments, or
customer inquiries. The incumbent must be well versed in (1) the legal/compliance requirements (including ERISA) for qualified plans, 403(b) plans, 457 plans, corporate nonqualified deferred compensation (NQDC) plans, IRAs, and Section 72 Annuities; and
(2) Transamerica's policies and procedures in order to support in-house staff (Harrison, Cedar Rapids, St. Petersburg and Regional Offices). This position also provides guidance and support to external clients. Job
Independently research and analyze regulatory guidance from the Internal Revenue Service (IRS) and Department of Labor (DOL) and new pension legislation. Interface with the Legal Department, as
Provide technical consulting services to Regional Offices (Client Executives and Sales staff), operation areas, Transamerica's management team, intermediaries and external clients. Draft client and in-house technical communications.
Tailor such communications to fit customer's needs.
Support Plan Services (both existing and new business) and serve as technical consultant to plan consultants (including review of plan amendments and restatements).
technical areas as needed (i.e. Compliance Testing, Reporting/Disclosure Unit, Retirement Counseling Group, etc.).
Provide technical support to Client Integration Team for new business cases.
Support new product development.
Develop and deliver technical training programs for Transamerica employees.
Maintain high level of awareness of ongoing developments in the pension industry./li>
Participate in special technical projects/task forces.
review and prepare plan analysis for new clients.
Other duties as assigned based on divisional needs.
Conforms with and abides by all regulations, policies, work procedures, instruction, and all safety rules.
reliable, punctual and predictable attendance.
Advanced knowledge of general legal requirements for qualified plans, 403(b) plans, 457 plans, Corporate NQDC plans, IRAs and Section 72
annuities and ERISA requirements.
6+ years of related pension experience.
Ability to independently research, analyze and interpret IRS and DOL regulations and pension legislation.
Advanced communication skills (verbal, written and
listening) for customer contact, technical writing and technical training.
Strong problem resolution skills and ability to work with others, with an emphasis on analysis and formulation and documentation of sound recommendations.
organizational/time management skills to handle multiple projects simultaneously.
Team skills to contribute to the success of department goals and objectives.
compensation levels depend upon an applicant's qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.