Plan Document Analyst
Pay Range: $61,227.00 - $81,644.00
This role is responsible for managing the end-to-end Plan Document process, including the creation of documents for new plans, mapping plan features to standard templates, processing amendments, creation and delivery of any necessary amendments and notices, and ensuring consistency of plan provisions across all documents. This role may also contribute to cross-functional initiatives and special projects in collaboration with other teams, leveraging document expertise to support broader compliance efforts as needed.
Education and Experience:
• Associate's degree and five (5) years’ experience in document and compliance functions or equivalent combination of education and experience.
• Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) certification preferred.
• Familiarity with ASC Plan Document system and DGEM document generation platform preferred.
Skills and Abilities:
• Must understand key plan design, compliance, and fiduciary role-related topics with respect to 401(k) and 403(b) Plans.
• Knowledgeable about the retirement plan industry and applicable ERISA regulations.
• Ability to effectively develop and deliver communications to a wide variety of audiences.
• Demonstrated ability to read / interpret technical documents and instructions such as retirement adoption agreements, procedure manuals, and government instructions and compliance guidance.
• Strong attention to detail and professional interpersonal skills.
• Proficient in creating routine reports, correspondence, and business communications.
• Capable of addressing practical problems and adapting to non-standardized situations.
• Ability to articulate document provisions to internal and external clients.
• Ability to work and think independently.
• Ability to critically analyze information and make sound judgements.
Tasks Performed:
• 70%: Maps plan document provisions for newly converted plans and offers recommended changes. Prepares necessary plan restatements and amendments. Acts as a lead for production of participant and plan notices including Safe Harbor and Automatic Enrollment.
• 15%: Assists with compliance support functions related tasks including balance forward plan activities.
• 10%: Serves as an internal resource for document-related questions with respect to plan operation/administration.
• 5%: Provides recommendations for system enhancements that pertain to plan document and compliance testing preparation.
Physical Requirements:
• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Apply Now
Apply Now
This role is responsible for managing the end-to-end Plan Document process, including the creation of documents for new plans, mapping plan features to standard templates, processing amendments, creation and delivery of any necessary amendments and notices, and ensuring consistency of plan provisions across all documents. This role may also contribute to cross-functional initiatives and special projects in collaboration with other teams, leveraging document expertise to support broader compliance efforts as needed.
Education and Experience:
• Associate's degree and five (5) years’ experience in document and compliance functions or equivalent combination of education and experience.
• Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) certification preferred.
• Familiarity with ASC Plan Document system and DGEM document generation platform preferred.
Skills and Abilities:
• Must understand key plan design, compliance, and fiduciary role-related topics with respect to 401(k) and 403(b) Plans.
• Knowledgeable about the retirement plan industry and applicable ERISA regulations.
• Ability to effectively develop and deliver communications to a wide variety of audiences.
• Demonstrated ability to read / interpret technical documents and instructions such as retirement adoption agreements, procedure manuals, and government instructions and compliance guidance.
• Strong attention to detail and professional interpersonal skills.
• Proficient in creating routine reports, correspondence, and business communications.
• Capable of addressing practical problems and adapting to non-standardized situations.
• Ability to articulate document provisions to internal and external clients.
• Ability to work and think independently.
• Ability to critically analyze information and make sound judgements.
Tasks Performed:
• 70%: Maps plan document provisions for newly converted plans and offers recommended changes. Prepares necessary plan restatements and amendments. Acts as a lead for production of participant and plan notices including Safe Harbor and Automatic Enrollment.
• 15%: Assists with compliance support functions related tasks including balance forward plan activities.
• 10%: Serves as an internal resource for document-related questions with respect to plan operation/administration.
• 5%: Provides recommendations for system enhancements that pertain to plan document and compliance testing preparation.
Physical Requirements:
• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Apply Now
Apply Now