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Plan Document Associate

Professional Capital Services

in Philadelphia, PA

A rapidly growing Center City, Philadelphia 401(k) third party administration and recordkeeping firm has an immediate opening for a retirement plan document specialist to join a growing Plan Documents and Compliance Department.  The firm is one of the 100 fastest growing companies in the Philadelphia Region and seeks a qualified candidate to assist with all aspects of qualified plan administration. 

Responsibilities of the position include:

  • Plan design and document preparation, including restatements and amendments
  • Leading conference calls discussing plan provisions with sponsors and advisors
  • Preparation of self-correction and voluntary correction program submissions to IRS
  • Representation of clients before the IRS and DOL with regard to employee benefits matters
  • Development of systems and procedures to ensure plan document specs are maintained accurately and in sync with other systems and maintained and monitored systematically
  • Being proactive with regards to client and financial advisor needs; providing status updates and resolving issues that may jeopardize deadlines

Requirements / preferences for the position include:

  • Strong ERISA background
  • Strong attention to detail
  • Ability to meet deadlines and work in a team environment with shifting priorities
  • Excellent client service/communication skills
  • Microsoft Office skills
  • Relius Administration experience is a plus
  • FT William plan document experience is a plus
  • SalesForce experience is a plus

How to Apply

Qualified applicants should email their resume and references to

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This ad has been viewed 831 times. It expires on 6/11/2017.

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