Prepares retirement plan documents for new and existing clients at Transamerica. Consults on plan design changes and business risks for client goals.
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
Requirements
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 stakeholders.
Proficiency using MS Office tools
Benefits
Competitive Pay
Bonus for Eligible Employees
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
Ten (10) paid holidays per year
Be Well Company holistic wellness program
Parental Leave – fifteen (15) days of paid parental leave per calendar year
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