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Senior Plan Document & Compliance Specialist

PCS Retirement, LLC

in Remote

Logo for PCS Retirement, LLC

Job Title: Senior Plan Document/Compliance Specialist

Location: Remote

About PCS Retirement

PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans[ 401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

To learn more, visit https://www.pcsretirement.com/

Responsibilities:

  • Plan design and compliance consulting, including being the lead on consultative plan design calls with plan sponsors and advisors as part of the implementation/installation process and on an ongoing basis
  •  Document preparation, including plan restatements and board resolutions
  •  Preparation of self-corrections and submissions to the DOL & IRS for employee benefit issues
  • Updating plan specs in the recordkeeping system based on changes due to plan amendments
  • Employee benefit compliance subject matter expert
  • Proactive follow up and coordination with all plan players regarding plan design and plan provisions
  • Process and service enhancements for third-party administration and recordkeeping services

Knowledge & Experience

  • Experience drafting plan documents and participant communications
  • Ability to provide consultative feedback related to the establishment, design and ongoing administration
  • Relius Administration experience preferred
  • Strong attention to detail
  • Microsoft Office skills
  • Ability to meet deadlines
  • Excellent client service/communication skills
  • QKA preferred
  • Salesforce experience is a plus
  • FT William plan document experience is a plus

Personal Attributes

  • Able to exercise independent judgement and take action on it
  • Excellent analytical and creative problem-solving skills
  • Excellent listening, interpersonal, written, and oral communication skills
  • Logical and efficient, with keen attention to detail
  • Highly self-motivated
  • Ability to effectively prioritize and execute tasks while under pressure
  • Strong customer service orientation
  • Experience working in a fast-paced, team-oriented and collaborative environment

Additional Information

As an employer, PCS Retirement believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool.

We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

How to Apply

If you are interested in this role please submit your resume via email. Send the email to Ryan.Beaver@pcsretirement.com and CC Christian.Callahan@pcsretirement.com. We will review and get back you with feedback ASAP.


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