Responsible for independently reviewing and analyzing defined contribution plans as assigned, and for
preparation and management of plan documents and funding documents for assigned caseload. This includes verifying that all accrued benefits are protected, system issues are identified, plan documents are congruent with system set-up and appropriate parties
are updated during the entire process. Responsible for analysis and preparation of plan documents, amendments and funding documents for 401(a) and 401(k) multiple employer plans, and related consulting on those
Prepare plan documents, amendments, funding documents, summary plan descriptions and plan filing packages for both existing and new clients as assigned.
Consult with necessary parties
on plan design changes to accommodate client’s goals and objectives. Work with client’s counsel as necessary.
Consult with legal counsel or senior management on requested contract, service agreement changes.
plan research relating to specific client plan design/compliance situations.
Review, analyze and consult on plan mergers and spin-offs to ensure that accrued benefits are protected and identify any potential system conflicts.
system is consistent with technical document specifications
Projects as assigned.
Demonstrated knowledge of the regulations that govern defined contribution plans, including IRS, DOL/ERISA,
Department of Insurance, etc.
Demonstrated knowledge of the legal documents that support defined contribution plans (plan documents, funding documents, Group Annuity Contracts and mutual fund agreements, plan service agreements, etc.
Ability to deal professionally and effectively with retirement plan sales representatives, clients and others.
Ability to build rapport, analyze and convey plan design issues/solutions in an easily understandable manner.
solving skills to analyze case situation and formulate appropriate action plans.
Knowledge of administrative procedures and policies.
Knowledge of Transamerica products and
Pension or plan experience (3+ years, based on level of position).
Organizational skills and strong attention to detail
Ability to build
rapport with internal and external stakeholders
Strong customer focus
Ability to work independently and with a team
Strong interpersonal, oral and written communication skills
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support
you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development
opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Transamerica Life Insurance Company is an Equal Employment
Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the
uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment
Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status,
participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
How to Apply
Please apply directly at our website by following the link below: