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 industryMinimum of 2 years’ experience with drafting plan documents, preferredExperience in Retirement Plan Administration is a plus but not requiredExperience in SalesForce is a plus but not requiredProficient in Relius/FIS Documents System preferredProficient in Microsoft Word and ExcelReview and interpretation of plan provisionsAble to communicate clearly and professionally to clientsAble to multi-task and meet deadlines