Retirement Document Specialist
# Retirement Document Specialist **Pentegra Retirement Services** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Mid-level` 💰 **Компенсация:** `$70,000 – $80,000` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Document-Specialist]` `[Plan-Documents]` `[Retirement-Plan-Compliance-Specialist]` `[Retirement-Plan-Administrator]` `[Benefits-Specialist]` `[Benefits-Document-Specialist]` `[Retirement-Planning-Specialist]` `[Retirement-Services-Specialist]` `[Retirement-Support-Specialist]` `[Finance-Document-Specialist]` --- ### About the Role 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 industry - Minimum of 2 years’ experience with drafting plan documents, preferred - Experience in Retirement Plan Administration is a plus but not required - Experience in SalesForce is a plus but not required - Proficient in Relius/FIS Documents System preferred - Proficient in Microsoft Word and Excel - Review and interpretation of plan provisions - Able to communicate clearly and professionally to clients - Able to multi-task and meet deadlines Originally posted on Himalayas
- Document-Specialist
- Plan-Documents
- Retirement-Plan-Compliance-Specialist
- Retirement-Plan-Administrator
- Benefits-Specialist
- Benefits-Document-Specialist
- Retirement-Planning-Specialist
- Retirement-Services-Specialist
- Retirement-Support-Specialist
- Finance-Document-Specialist
Наблюдалась 2026-10-07, впервые 2026-10-06, источник — Himalayas (JSON API).