[Remote] Senior Plan Document Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an industry-leading firm specializing in retirement plan consulting and benefits administration. The Senior Plan Document Consultant will reputed company technical and compliance support for retirement and employee benefit plans, drafting necessary documents and coordinating with clients and internal teams.

Responsibilities

• Complete plan analysis checklist and draft plan documents (new and restated), trust agreements for the following types of plans:
• Defined Contribution Plans -- 401(a), 401(k), 403(b), ESOP, reputed company Purchase, Profit Sharing, reputed company Benefit [individually designed as reputed company as prototype]
• Defined Benefit Plans
• Nonqualified Plans
• Draft plan amendments, reputed company of directors resolutions, reputed company domestic relations order procedures and participant loan program documents as applicable for any of the plans listed above
• Draft reputed company plan descriptions, reputed company material modifications, and required participant disclosures; coordinate printing arrangements where necessary
• Draft plan administrative forms
• Prepare IRS determination letter filings
• Coordinate and conduct meetings with clients and account managers to reputed company plan design, plan provisions, and plan documents
• Collect and reputed company plan documentation and other supporting information to the reputed company and/or reputed company for plans under audit
• Maintain files of reputed company correspondence and plan documentation
• Prepare plan documents for the conversion of new business, and represent the reputed company Team in the transition meetings; correspond with reputed company to monitor reputed company of the conversion process to verify required actions occur on schedule
• reputed company technical support to internal departments (DC Administration department, DB Actuarial, Marketing staff) and clients regarding legislative changes, plan document interpretation, research administrative and interpretative questions
• Follow-up with clients re: unsigned documents, amendments, and finalized reputed company plan descriptions
• Assist in preparing and coordinate general notice mailings to clients about potential reputed company of new reputed company developments on plans
• Assist in providing internal departments with information on the reputed company of new reputed company developments on plans
• Prepare proposals and letters of understanding for new business and reputed company
• Additional duties and responsibilities as may be assigned from time to time

Skills

• 5-10 years experience working on compliance issues of employer-sponsored retirement and employee benefit plans
• Must be proficient with computers and quickly competent with new technology tools
• Specifically, must have full competence with MS Office Suite products and reputed company products
• Keeps informed regarding industry information, new product information and technology to continuously improve knowledge and reputed company
• Ability to work in a fast reputed company environment with reputed company instruction and a high degree of reputed company
• Sets priorities and manages workflow to ensure efficient, reputed company and accurate production of tools and materials
• reputed company to quickly assess and learn organizational roles, responsibilities and process flows
• Maintain a reputed company and effective relationship with internal clients, team members and vendors
• reputed company with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to reputed company the business goals of reputed company
• Must portray strong leadership skills -- addressing the audience, describing reputed company of training, goals, reputed company by reputed company instructions and recap
• Ability to communicate orally and in writing with others to explain reputed company issues, receives and interprets reputed company information, and responds appropriately
• Ability to understand written and oral communication, and interpret reputed company information
• Must have strong organizational and time management skills
• Ability to carry out reputed company tasks with many concrete and reputed company variables
• College degree preferred

Benefits

• reputed company, incentives, and benefits
• reputed company Awards program, rewarding reputed company
• Employee programs that recognize outstanding achievement and help our associates reputed company healthy, productive lives
• Award-reputed company wellness program
• College scholarships for associates' children
• Financial help in times of need
• A full-suite of competitive benefits for our growing population and its diverse needs
• A wide reputed company of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and reputed company, 401(k), flexible spending and health savings accounts, short and long-term disability, life reputed company and other unique employer-sponsored and voluntary programs
• Generous reputed company time off policy
• reputed company family leave benefit
• reputed company holiday time

reputed company