Senior Document Operations Specialist
Transamerica · Cedar Rapids, IA · 1 mo ago
$67k–$88k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "Job Description Summary", "Responsibilities", "Qualifications", "Preferred Qualifications", "Working Conditions", "Salary", "What We Offer" (benefits). Also "About Us" etc but those are company description, not required sections. We should include sections only when there is real specific content.
We need headings: for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose.
We must not repeat job title as heading. No Job ID etc.
We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The posting includes a disclaimer about scams, etc. That's boilerplate; we should remove it. Also "Disclaimer Beware of fake job offers!" etc. Remove.
Also "What We Offer" includes benefits list; we should put under Benefits heading.
We have "Working Conditions Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)" => that's Schedule? Actually schedule heading is for schedule info. Could put under Schedule heading. Or we could put under Working Conditions but spec says use headings like Schedule. So we can create a Schedule section with that content.
Salary: we have salary range and bonus info. So Pay section.
Qualifications: we have "Qualifications" and "Preferred Qualifications". Could combine under Qualifications heading with sublist? But spec says use headings for Qualifications, Skills, etc. We could have Qualifications heading containing both required and preferred? Might be better to separate: Qualifications (required) and Preferred Qualifications (maybe under Skills?). But spec says use headings for Qualifications, Skills, Benefits, Pay, Schedule. We could treat "Preferred Qualifications" as Skills? Or we could include both under Qualifications heading with two sub-sections? But we cannot add extra headings not listed? The instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., not exclusive. So we can add other headings if needed, but better to stick to those. We could have Qualifications for required, and Skills for preferred? But preferred qualifications include knowledge, experience, credentials. That's more like qualifications. Could just have Qualifications heading containing both required and preferred as separate lists with maybe a note. That's acceptable.
Responsibilities: we have a list of duties.
About the role: we have Job Description Summary paragraph. Could put under About the role heading.
We must not include filler like "commensurate with experience". Not present.
We need to output only HTML fragment.
Let's extract content:
Job Description Summary: "Analyze, interpret, and prepare retirement plan documents. Consult on plan design changes, regulatory requirements, and complex document matters while preparing and maintaining plan, amendment, and funding documents for 401(a), 401(k), and 403(b) plans."
That's prose.
Responsibilities list:
- Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients.
- Analyze and consult on complex plan design changes, ensuring compliance with applicable regulations while supporting client goals and objectives.
- Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues.
- Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to ensure accrued benefits are protected and plan documents align with administrative capabilities.
- Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations.
- Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings.
- Identify potential operational, compliance, and business risks associated with plan document provisions and recommend appropriate solutions.
- Assist in the implementation of legislative and regulatory changes, including plan restatement and amendment projects.
- Serve as a technical resource for retirement plan document and plan design matters.
Qualifications (required):
- Bachelor’s degree in a business-related field or equivalent education/experience.
- Five years of pension/retirement plan experience.
- In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans.
- Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes.
- Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences.
Preferred Qualifications:
- Knowledge of Transamerica retirement plan products and administrative capabilities.
- Experience drafting retirement plan documents or supporting plan document services in a recordkeeping, TPA, consulting, legal, or compliance environment.
- Experience using retirement plan document systems such as ASC, ftwilliam, Relius, or similar document-generation platforms.
- Experience supporting legislative restatement projects, required amendments, and regulatory compliance initiatives.
- ASPPA or related industry credentials such as QKA, QKC, or TGPC
- Experience with 401(a), 401(k), 403(b), 457(b), and/or nonqualified deferred compensation plans.
Working Conditions: Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
Salary: The Salary for this position generally ranges between $67,000 - $88,000 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.
What We Offer (Benefits): list:
- Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities
- Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs
We need to format as list items. The text is a bit messy; we can split into sensible items.
Let's create Benefits with each benefit as - .
List:
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the NYSE holidays)
- Be Well Company holistic wellness program (includes Wellness Coaching and Reward Dollars)
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
We could also include "Compensation Benefits" but that's redundant.
Now construct HTML.
We'll have sections:
About the role
Analyze, interpret, and prepare retirement plan documents. Consult on plan design changes, regulatory requirements, and complex document matters while preparing and maintaining plan, amendment, and funding documents for 401(a), 401(k), and 403(b) plans.
Responsibilities
- Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients.
- Analyze and consult on complex plan design changes, ensuring compliance with applicable regulations while supporting client goals and objectives.
- Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues.
- Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to ensure accrued benefits are protected and plan documents align with administrative capabilities.
- Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations.
- Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings.
- Identify potential operational, compliance, and business risks associated with plan document provisions and recommend appropriate solutions.
- Assist in the implementation of legislative and regulatory changes, including plan restatement and amendment projects.
- Serve as a technical resource for retirement plan document and plan design matters.
Qualifications
- Bachelor’s degree in a business-related field or equivalent education/experience.
- Five years of pension/retirement plan experience.
- In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans.
- Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes.
- Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences.
Maybe also a subheading for Preferred Qualifications? Could add Preferred Qualifications
but spec didn't list but it's okay as e.g. We'll include.
Preferred Qualifications
- Knowledge of Transamerica retirement plan products and administrative capabilities.
- Experience drafting retirement plan documents or supporting plan document services in a recordkeeping, TPA, consulting, legal, or compliance environment.
- Experience using retirement plan document systems such as ASC, ftwilliam, Relius, or similar document-generation platforms.
- Experience supporting legislative restatement projects, required amendments, and regulatory compliance initiatives.
- ASPPA or related industry credentials such as QKA, QKC, or TGPC.
- Experience with 401(a), 401(k), 403(b), 457(b), and/or nonqualified deferred compensation plans.
Schedule
Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
Pay
The salary for this position generally ranges between $67,000 - $88,000 annually. The salary range is a good faith estimate; actual starting pay is determined by 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.
Benefits
for prose. We must not repeat job title as heading. No Job ID etc. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The posting includes a disclaimer about scams, etc. That's boilerplate; we should remove it. Also "Disclaimer Beware of fake job offers!" etc. Remove. Also "What We Offer" includes benefits list; we should put under Benefits heading. We have "Working Conditions Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)" => that's Schedule? Actually schedule heading is for schedule info. Could put under Schedule heading. Or we could put under Working Conditions but spec says use headings like Schedule. So we can create a Schedule section with that content. Salary: we have salary range and bonus info. So Pay section. Qualifications: we have "Qualifications" and "Preferred Qualifications". Could combine under Qualifications heading with sublist? But spec says use headings for Qualifications, Skills, etc. We could have Qualifications heading containing both required and preferred? Might be better to separate: Qualifications (required) and Preferred Qualifications (maybe under Skills?). But spec says use headings for Qualifications, Skills, Benefits, Pay, Schedule. We could treat "Preferred Qualifications" as Skills? Or we could include both under Qualifications heading with two sub-sections? But we cannot add extra headings not listed? The instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., not exclusive. So we can add other headings if needed, but better to stick to those. We could have Qualifications for required, and Skills for preferred? But preferred qualifications include knowledge, experience, credentials. That's more like qualifications. Could just have Qualifications heading containing both required and preferred as separate lists with maybe a note. That's acceptable.
Responsibilities: we have a list of duties.
About the role: we have Job Description Summary paragraph. Could put under About the role heading.
We must not include filler like "commensurate with experience". Not present.
We need to output only HTML fragment.
Let's extract content:
Job Description Summary: "Analyze, interpret, and prepare retirement plan documents. Consult on plan design changes, regulatory requirements, and complex document matters while preparing and maintaining plan, amendment, and funding documents for 401(a), 401(k), and 403(b) plans."
That's prose.
Responsibilities list:
- Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients.
- Analyze and consult on complex plan design changes, ensuring compliance with applicable regulations while supporting client goals and objectives.
- Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues.
- Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to ensure accrued benefits are protected and plan documents align with administrative capabilities.
- Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations.
- Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings.
- Identify potential operational, compliance, and business risks associated with plan document provisions and recommend appropriate solutions.
- Assist in the implementation of legislative and regulatory changes, including plan restatement and amendment projects.
- Serve as a technical resource for retirement plan document and plan design matters.
Qualifications (required):
- Bachelor’s degree in a business-related field or equivalent education/experience.
- Five years of pension/retirement plan experience.
- In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans.
- Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes.
- Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences.
Preferred Qualifications:
- Knowledge of Transamerica retirement plan products and administrative capabilities.
- Experience drafting retirement plan documents or supporting plan document services in a recordkeeping, TPA, consulting, legal, or compliance environment.
- Experience using retirement plan document systems such as ASC, ftwilliam, Relius, or similar document-generation platforms.
- Experience supporting legislative restatement projects, required amendments, and regulatory compliance initiatives.
- ASPPA or related industry credentials such as QKA, QKC, or TGPC
- Experience with 401(a), 401(k), 403(b), 457(b), and/or nonqualified deferred compensation plans.
Working Conditions: Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
Salary: The Salary for this position generally ranges between $67,000 - $88,000 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.
What We Offer (Benefits): list:
- Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities
- Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs
We need to format as list items. The text is a bit messy; we can split into sensible items.
Let's create Benefits with each benefit as - .
List:
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the NYSE holidays)
- Be Well Company holistic wellness program (includes Wellness Coaching and Reward Dollars)
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
We could also include "Compensation Benefits" but that's redundant.
Now construct HTML.
We'll have sections:
About the role
Analyze, interpret, and prepare retirement plan documents. Consult on plan design changes, regulatory requirements, and complex document matters while preparing and maintaining plan, amendment, and funding documents for 401(a), 401(k), and 403(b) plans.
Responsibilities
- Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients.
- Analyze and consult on complex plan design changes, ensuring compliance with applicable regulations while supporting client goals and objectives.
- Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues.
- Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to ensure accrued benefits are protected and plan documents align with administrative capabilities.
- Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations.
- Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings.
- Identify potential operational, compliance, and business risks associated with plan document provisions and recommend appropriate solutions.
- Assist in the implementation of legislative and regulatory changes, including plan restatement and amendment projects.
- Serve as a technical resource for retirement plan document and plan design matters.
Qualifications
- Bachelor’s degree in a business-related field or equivalent education/experience.
- Five years of pension/retirement plan experience.
- In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans.
- Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes.
- Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences.
Maybe also a subheading for Preferred Qualifications? Could add Preferred Qualifications
but spec didn't list but it's okay as e.g. We'll include.
Preferred Qualifications
- Knowledge of Transamerica retirement plan products and administrative capabilities.
- Experience drafting retirement plan documents or supporting plan document services in a recordkeeping, TPA, consulting, legal, or compliance environment.
- Experience using retirement plan document systems such as ASC, ftwilliam, Relius, or similar document-generation platforms.
- Experience supporting legislative restatement projects, required amendments, and regulatory compliance initiatives.
- ASPPA or related industry credentials such as QKA, QKC, or TGPC.
- Experience with 401(a), 401(k), 403(b), 457(b), and/or nonqualified deferred compensation plans.
Schedule
Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
Pay
The salary for this position generally ranges between $67,000 - $88,000 annually. The salary range is a good faith estimate; actual starting pay is determined by 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.
Benefits
- with each benefit as
- .
List:
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the NYSE holidays)
- Be Well Company holistic wellness program (includes Wellness Coaching and Reward Dollars)
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
We could also include "Compensation Benefits" but that's redundant.
Now construct HTML.
We'll have sections:
About the role
Analyze, interpret, and prepare retirement plan documents. Consult on plan design changes, regulatory requirements, and complex document matters while preparing and maintaining plan, amendment, and funding documents for 401(a), 401(k), and 403(b) plans.
Responsibilities
- Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients.
- Analyze and consult on complex plan design changes, ensuring compliance with applicable regulations while supporting client goals and objectives.
- Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues.
- Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to ensure accrued benefits are protected and plan documents align with administrative capabilities.
- Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations.
- Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings.
- Identify potential operational, compliance, and business risks associated with plan document provisions and recommend appropriate solutions.
- Assist in the implementation of legislative and regulatory changes, including plan restatement and amendment projects.
- Serve as a technical resource for retirement plan document and plan design matters.
Qualifications
- Bachelor’s degree in a business-related field or equivalent education/experience.
- Five years of pension/retirement plan experience.
- In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans.
- Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes.
- Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences.
Preferred Qualifications
but spec didn't list but it's okay as e.g. We'll include.Preferred Qualifications
- Knowledge of Transamerica retirement plan products and administrative capabilities.
- Experience drafting retirement plan documents or supporting plan document services in a recordkeeping, TPA, consulting, legal, or compliance environment.
- Experience using retirement plan document systems such as ASC, ftwilliam, Relius, or similar document-generation platforms.
- Experience supporting legislative restatement projects, required amendments, and regulatory compliance initiatives.
- ASPPA or related industry credentials such as QKA, QKC, or TGPC.
- Experience with 401(a), 401(k), 403(b), 457(b), and/or nonqualified deferred compensation plans.
Schedule
Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
Pay
The salary for this position generally ranges between $67,000 - $88,000 annually. The salary range is a good faith estimate; actual starting pay is determined by 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.
Benefits