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Plan Document Analyst

Acuff & Associates, Inc.

in Telecommute / Brentwood TN

Logo for Acuff & Associates, Inc.

Acuff & Associates, one of the largest regional consulting firms offering both Defined Contribution and Defined Benefit administration and consulting, has an opening for a Plan Document Analyst.

The Plan Document Analyst is an experienced associate tasked with drafting plan documents for Defined Benefit and Defined Contributions plans.

Essential Job Roles and Responsibilities

  • Review marketing materials and existing plan documents to generate new plan documents, summary plan descriptions and notices in FIS/Relius.
  • Generate plan amendments and Summary of Material Modifications.
  • Generate legislative restatements and model amendments.
  • Upload plan documents for client signature.
  • Work with Relationship Managers or clients to obtain client signatures by expected dates.
  • Work with Marketing and Conversions Teams on document specific compliance situations.
  • Update document specifications in Workflow and other systems used.
  • Track projects in Workflow.
  • Attend webinars/conferences resulting in legislative changes affecting retirement plans.
  • Generate reports providing metrics on plan documents, plans, and projects.
  • Identify opportunities for efficiency.
  • Other duties as assigned.

Overtime may be required as workload or regulatory deadlines warrant.

Minimum Qualifications

  • Retirement plan document drafting experience required.
  • Bachelor’s degree or two to four years minimum industry experience.
  • Detail oriented.
  • Strong time management and organizational skills.
  • Demonstrated excellence in written and verbal communication.
  • Proven strong analytical skills, including ability to identify a situation and providing effective resolutions.
  • Team-oriented personality with the ability to also work independently.
  • Proficiency in Microsoft Excel, Word, and Adobe Acrobat.
  • Experience with FIS/Relius Documents and PensionPro preferred.
  • NIPA, ASPPA and/or ERPA credentials preferred.

How to Apply

Interested candidates may submit their resume and salary requirements to birgit.cornelius@acuff.net.


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