Retirement Document Specialist

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

Job Summary: Preparation of plan documents and assistance with plan provision questions from internal staff.

Responsibilities

• Review of new client plan documentation and draft appropriate documents for conversion.
• Analyze prospective clients’ plan documents, including 401(k), profit sharing, and 403(b) for potential takeover.
• Draft plan amendments and resolutions for all products.
• Draft and review summary plan descriptions (SPD) and summary of material modifications (SMM) as plans are amended.
• Draft required IRS/DOL annual plan notices.
• Research client requests to determine whether their plans comply with applicable government regulations and if Pentegra can and will administer such requests.
• Act as a liaison for Internal Sales, Conversions and Operations to assist with document concerns.
• Perform any additional duties, as assigned.

Requirements

• Minimum of 3 years’ experience in retirement services industry
• Minimum of 2 years’ experience with drafting plan documents, preferred
• Experience in Retirement Plan Administration is a plus but not required
• Experience in SalesForce is a plus but not required
• Proficient in Relius/FIS Documents System preferred
• Proficient in Microsoft Word and Excel
• Review and interpretation of plan provisions
• Able to communicate clearly and professionally to clients
• Able to multi-task and meet deadlines