Great opportunity to work for an industry leading retirement services company. The successful candidate will prepare retirement plan documents under our client's institutional offering.

This is a 100% remote contract position. You can come on board as our W2 employee or as an independent contractor.

Job Responsibilities:
Prepare and deliver prototype and volume submitter plan documents for client retirement plans while adhering to established timeframes.
 

• Document preparation often will be completed through review and mapping of a client's prior plan document. There may be additional plan documents offered by the company which fall outside of the IRS pre-approval programs.
• Discuss any routine plan document related issues with Relationship Managers, Client Services Consultants, or institutional clients.
• Offer suggestions to address non-supported plan provisions, or plan design improvements.
• Prepare and submit plan change requests in support of executed plan documents.
• May serve as SME and provide quality control reviews. Identify procedures, methodologies, and process improvements to enhance growing business unit.
• Participate in layered review of work product and provide feedback related to work product. \Apply technology to ensure successful and timely delivery of work product.
• Must have ability to clearly understand legal documents.
• Interact with Institutional Clients and their Legal representatives, A&O, IR, Operations, product and senior leadership
• - especially as it pertains to the on boarding of new retirement plans and contracted services for existing clients.
• Utilize appropriate verbal and written communication techniques in a professional manner.

Basic Qualifications:
 

• Bachelor's degree or the equivalent combination of education and work experience of 2+ years in the retirement space.
• 5+ years of working for a defined contribution retirement plan service provider in retirement plan administration.
• Experience with 403b, 401k and 457 retirement plan documents

Preferred Qualifications:
 

• Industry designations (i.e., CEBS or ASPPA) a plus.
• Excellent communication skills (both oral and written).
• Ability to work independently as well as develop strong relationships and collaborate with internal and external business partners and clients.
• Strong attention to details

This is a remote position.

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