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Document Design Specialist / Consultant

OneAmerica

in Indianapolis IN

About OneAmerica
A national leader in the insurance and financial services marketplace for nearly 140 years, the companies of OneAmerica help customers build and protect their financial futures.

OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee benefit plan products.

Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers.

To learn more about our products, services and the companies of OneAmerica, visit oneamerica.com/companies.

Position: Retirement Services, Document Design Specialist / Consultant

Location: Indianapolis, IN (downtown, OneAmerica Tower)

Compensation: Competitive Salary and Full Benefits, including 401k match, 100% employer paid pension, on-site medical clinic, fitness center and cafeteria. Paid parking. Competitive PTO and much more!

Level: Full-Time Position. Permanent role. Mid Level Career Opportunity.

DESCRIPTION

  • Includes drafting plan amendments and plan restatements including 401(a) volume submitter, individually designed, 403(b), and 457(b) deferred compensation plans.  Prepare governmental filings relative to plan design changes.
  • Provide consultative plan design and technical assistance via plan design reviews and/or plan design discussions with prospective, new, or current plan sponsors.  Prepare explanatory letters, perform research and/or legislative project work, and respond to plan design inquiries from internal contacts, investment advisors, and retirement plan sponsors.  Contribute as a subject matter expert for various retirement services on-line or classroom courses.

REQUIREMENTS

  • Bachelor's Degree with 5+ years of Retirement Service experience
  • OR, 10+ years of experience as a retirement plan document drafter or closely related discipline
  • Experience to include plan document work, plan design consultation and /or technical research
  • Industry designations preferred, such as QKA, QPA or TGPC (either already achieved or actively pursuing)

QUALIFICATIONS

  • Outstanding organizational skills
  • Demonstrated decision making skills
  • Technical knowledge of ERISA and current legislation
  • Experience in analysis and research
  • Excellent interpersonal & more formal communication skills (both written and verbal)

How to Apply

Interested in this opportunity?  Please send your resume to anna.whiteman@oneamerica.com for consideration!

Visit our web site.


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