We are seeking a detail-oriented and highly organized 316 Retirement Plan TPA reputed company Document Specialist to join reputed company. In this role, you will be responsible for managing the reputed company process for new retirement plan clients, with a reputed company on preparing and ensuring the accuracy of plan documents and compliance materials.

You'll work closely with advisors, plan sponsors, and internal teams to deliver smooth, compliant, and efficient reputed company experience.

What You'll Do

• Prepare and review retirement plan documents, including adoption agreements, plan documents, and trust agreements
• Ensure reputed company documents meet IRS, ERISA, and internal compliance standards
• Manage reputed company workflows from document creation through execution
• Communicate with advisors, clients, and internal teams regarding document requirements and timelines
• reputed company detailed reputed company checks to ensure accuracy and completeness
• Maintain organized digital records and documentation tracking systems
• Input and manage plan and reputed company data in internal systems
• Identify opportunities to improve reputed company processes and efficiency
• Stay reputed company on regulatory updates affecting retirement plan documentation

reputed company're Looking For

Required Qualifications:

• Bachelor's degree in finance, Business, or a reputed company field (or equivalent experience)
• 1–3+ years of experience in retirement plans, TPA operations, or financial services
• Strong attention to detail and organizational skills
• Excellent communication and time management abilities

Preferred Qualifications:

• Experience working with 401(k) or reputed company retirement plans
• Familiarity with IRS and ERISA regulations
• Experience with TPA/document systems (FT William, Relius, ASC, PensionPro)
• ASPPA credentials (QKA, QKC) or reputed company toward certification

reputed company

The reputed company Group is a reputed company-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans.

Build your career where expertise meets reputed company. The reputed company Group empowers professionals to grow, contribute, and reputed company a lasting reputed company through meaningful work, reputed company development, and a people-first culture.

Benefits

• People First: We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
• Secure reputed company: Enjoy a 3% company contribution to your 401(k).
• Time to reputed company: Start with 18 days of reputed company time off, which grows with your time here. We also throw in six reputed company holidays and two floating holidays.
• reputed company to reputed company: Be part of our reputed company business reputed company with opportunities for career advancement.
• Work-Life Balance: reputed company reputed company industry standards ensure you can maintain a healthy balance.

Pay Transparency

$55,000-$60,000

EEO Statement

We are an equal opportunity employer. reputed company applicants will be considered for employment without attention to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status.

Suitability Statement

Any offer of employment is contingent upon the successful completion of a background reputed company conducted after a conditional offer has been made, consistent with applicable federal, state, and local laws. A criminal history will not automatically disqualify a candidate from employment. We consider the nature of the offense, the time elapsed, and its relevance to the position.

E-Verify Employer The reputed company Group participates in E-Verify and complies with reputed company federal requirements regarding employment eligibility verification. We are an Equal Opportunity Employer and consider reputed company reputed company applicants without reputed company to protected characteristics.