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Plan Document Specialist

National Professional Planning Group

in Remote / Shrewsbury NJ

Logo for National Professional Planning Group

  • Consult with Plan Sponsors and advisors regarding retirement plan design and provisions
  • Draft Defined Benefit and Defined Contribution plan documents, restatements and amendments
  • Assists clients with plan documents, amendments and necessary participant communications and, if applicable, with gathering prior plan documents, amendments
  • Prepare instructional correspondence to the investment company
  • Meet deadlines with a high attention to detail
  • Have a detailed understanding and ability to interpret plan documents
  • Prepare and maintain all Plan Documents for new retirement Plans and conversions, including Plan Amendments, Restatements and SPDs
  • Prepare Short Amendments
  • Manage and prepare plan document restatements from start to finish
  • Assist IRS and DOL auditors with respect to all Plan Document requests

How to Apply

Please send resume and cover letter to pgermano@nppg.com


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