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Document Operations Plan Specialist


in Cedar Rapids IA / NY

Document Operations Plan Specialist  - R20015365


  • Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.
  • Consult with clients, client counsel, advisors, Client Management and Client Transition / Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives.
  • Consult with outside counsel or senior management regarding requested contract and service agreement changes.
  • Research specific client plan design/compliance situations as assigned.
  • Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts. 
  • Develop plan filing packages for IRS determination letters.
  • May assist with plan terminations by assessing status of terminated / abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.


  • Bachelor’s degree in a business-related field or equivalent education / experience.
  • Two years of pension / retirement plan experience. 
  • Knowledge of plan regulations and plan documents.
  • Proficiency using MS Office tools.

Behavioral Qualifications

  • Strong written / verbal communication skills.
  • Organizational skills and attention to detail.
  • Ability to build rapport with internal and external stakeholders.

Preferred Qualifications

  • Knowledge of Transamerica products and administrative capabilities.

Our Culture

At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?

  • Acting as One fosters an environment of positive collaboration.
  • Accountability allows us to own the problem as well as the solution.
  • Agility inspires new ideas, innovation and challenges the status quo.
  • Customer Centricity encourages an above and beyond approach to our customer.

Working Conditions

  • Office environment.

How to Apply

Apply online using this link.

This ad has been viewed 480 times. It expires on 11/10/2018.

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