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Document Specialist

The Retirement Advantage, Inc. (TRA)

in Remote

Logo for The Retirement Advantage, Inc. (TRA)

Description:

Accurately and timely draft plan documents and amendments for Plan Sponsors.  Partner with TRA’s Installation Department and Plan Administration Department to fulfill the plan document and amendment needs of our Plan Sponsors. 

Responsibilities:

  • Draft plan documents and various other notices and forms associated with the plan setup process for new and takeover clients’ plans
  • Perform protected benefit reviews and, under direction, confirm the documents are in full compliance will all current pension legislation
  • Communicate with the Installation Department as necessary to ensure that plan documents are drafted properly to meet Plan Sponsor objectives
  • Draft basic and complex plan amendments for existing clients’ plans
  • Communicate with the Plan Administration Department as necessary to ensure that plan amendments are drafted properly to meet Plan Sponsor objectives
  • Track return of plan amendments and verify adoption within the required timeframes
  • Verify that executed amendments are received and on file and coordinate follow-ups with the Plan Administration Department as necessary
  • Communicate with Plan Providers regarding Plan Amendments as necessary
  • Complete Plan Provider forms for new and takeover plans and amendments
  • Assist with quarterly and annual notice updates and mailings
  • Maintain accurate tracking logs of plan provisions and amendment status
  • Support regulatory restatement process by converting existing plan documents, verifying accuracy of converted data and drafting restated plan documents
  • Update and maintain project data and plan specifications in workflow system
  • Serve as an Investment Manager Advisor (IMA) for the Document Department
  • Assist with developing and updating Document Department policies and procedures
  • Assist in evaluating and implementing plan document software options, upgrades and enhancements
  • Communicate timely, effectively and professionally both internally and externally
  • Outstanding TRA citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch
  • Perform other job-related duties and complete special projects as assigned

Qualifications:

  • Three years of related work experience or higher education, or any equivalent combination
  • Ability to read and interpret legal document
  • Proficient computer literacy (Excel, Word and Adobe necessary; Relius Documents software and PensionPro software experience a plus)
  • Strong communication skills, both written and verbal
  • Strong organizational and time management skills with the ability to track multiple tasks, set goals and prioritize tasks in a fast-paced environment
  • Able to handle an aggressive workload and meet strict deadlines, while maintaining a high level of quality
  • Mature, professional, team-oriented and self-motivated
  • Able to work both independently and with direction
  • Attention to detail and analytical abilities
  • Regular and reliable attendance
  • Completion of ASPPA DC-1 within 12 months of accepting position

How to Apply

Apply Now


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