Prepares retirement plan documents, amendments and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans.

Responsibilities:

  • Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.

  • Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives.

  • Consult with outside counsel or senior management regarding requested contract and service agreement changes.

  • Research specific client plan design/compliance situations as assigned.

  • Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts. 

  • Develop plan filing packages for IRS determination letters.

  • May assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.

Qualifications:

  • Bachelor’s degree in a business-related field or equivalent education/experience

  • Two years of pension/retirement plan experience or relevant financial services experience

  • Knowledge of plan regulations and plan documents

  • Strong written/verbal communication skills

  • Organizational skills and attention to detail

  • Ability to build rapport with internal and external stakeholder.

  • Proficiency using MS Office tools

Preferred Qualifications:

  • Knowledge of Transamerica products and administrative capabilities

  • Knowledge of plan regulations and plan documents

Working Conditions:

  • Hybrid (Tuesday - Thursday)

The Salary for this position generally ranges between $46,000 - $54,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.