As Editor for TAG (Technical Answer Group) you will provide answers to technical compliance questions submitted by customers regarding qualified retirement, pension and benefit plans using TAG’s e-mail system. This position will focus on incoming
questions for both Defined Benefit (DB) and Defined Contribution (DC) plans. You will research and craft responses to these questions, using TAG’s extensive database of historical questions and answers, source materials, and internet research
tools, and also review the questions for possible inclusion in the published FAQ database. You will participate in the maintenance and management of the FAQ database as well as share in the responsibility for monitoring inbound questions and ensure that
responses are prompt and accurate.
Essential Duties & Responsibilities:
Respond to incoming questions from TAG customers via email within one business day.
Collaborate with other TAG editors as appropriate on responses to
Track regulations and other developments at the IRS, PBGC, and DOL related to retirement plans.
As assigned, review FAQ database periodically to identify questions that need to be updated.
special projects and in new product development, as needed.
Make efforts to understand market and customer workflows, applying this understanding to enhance TAG’s online database and service.
Help with monitoring the TAG board when
product associate is unavailable.
Review and proofread the work of others.
Bachelor degree required
At least 7 years’ of experience working with IRS qualified Retirement,
Pension & Benefit plans, with an emphasis on both defined benefit and defined contribution plans. Ideal candidate has practical experience and expansive regulatory and technical knowledge of all aspects of both DB and DC administration, including
cash balance plans.
Prior experience advising plan sponsors on ERISA compliance issues.
Plan administration or past third-party administrative (TPA) experience is beneficial.
Knowledge of 403(b) plans, nonqualified plans (409a,
457(b), 457(f)), ESOPs, non-ERISA plans (governmental, 403(b) and church plans), prevailing wage or Davis Bacon a plus.