Retirement Plan Specialist
2 days ago
A dedicated professional is required to support the Operations team in managing plan document creation, amendments, restatements, and plan setup for employee retirement plans.
Main Responsibilities- Collaborate with the Documents Compliance Team by preparing plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
- Assist with project management for large-scale document projects, ensuring timely completion of each.
- Support Team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents, operational corrections, and audit support.
- Strong attention to detail and ability to meet deadlines.
- Ability to thrive in a fast-paced environment and quickly learn new processes, contribute ideas, and iterate on solutions as needed.
- Commitment to proactively managing workload while adhering to regulatory deadlines.
- Positive, collaborative, and proactive attitude.
- Proficiency with Excel and Microsoft Office suite, Google Workspace, cloud-based portals, and internal network drives.
This role requires a professional who can work effectively in a team environment and adapt to changing priorities. The ideal candidate will have excellent communication skills and be able to maintain accurate records.
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Financial Planning Specialist
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Technical Support Specialist
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Strategic Revenue Growth Specialist
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