Senior Plan Document Specialist | TPA Retirement Plans

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties Prepares and maintains Third Party Administered retirement plan documents, including amendments and restatements, for a high‑volume client portfolio. Provide technical support answering plan document related questions and issues Assist in the design, customization, and ongoing modification of retirement plan documents to meet client objectives and regulatory requirements. Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations Assist with answering technical questions and issues related to ERISA Participates in select client interactions and supports plan design discussions, demonstrating comfort communicating plan provisions and options Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers. Perform additional responsibilities as assigned Preferred Qualifications Bachelor's degree Minimum of 5+ years experience in TPA Plan Document support preferred Qualified 401(k) Administrator (QKA) completed or in progress Proficiency in FT Williams (FTW) Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined contributions.

Minimum Qualifications High School Diploma or GED At least five years of professional, retirement plan technical, and compliance experience Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures Possesses expert knowledge of pertinent laws, regulations, and professional standards Expert use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Experience in coaching and teaching others Enrolled Retirement Plan Agent (ERPA) designation Pursuing Accredited Pension Representative (APR) or and/or (APA) designation Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary