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Document Operations Plan Specialist


in Denver CO

Document Operations Plan Specialist - R20018267


  • 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 or relevant financial services experience
  • Knowledge of plan regulations and plan documents
  • Strong written / verbal communication skills
  • Organizational skills and attention to detail
  • Ability to build rapport with internal and external stakeholder.
  • Proficiency using MS Office tools

Preferred Qualifications

  • Knowledge of Transamerica products and administrative capabilities
  • Knowledge of plan regulations and plan documents

Working Conditions

  • Office environment

How to Apply

Please apply online using this link.

This ad has been viewed 914 times. It expires on 2/11/2019.

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