Senior Retirement Plan Analyst

Job Summary

A company is looking for a Senior Retirement Plan Document Analyst.

Key Responsibilities

• Review plan provisions for accurate restatement of retirement plan documents for clients
• Serve as a resource for legal and regulatory matters related to retirement plan documents
• Conduct quality assurance reviews and respond to ad hoc requests from clients and internal departments

Required Qualifications

• Bachelor's degree or equivalent directly related work experience
• 8+ years of experience in the retirement plan industry, including regulatory and ERISA knowledge
• Solid technical knowledge of qualified retirement plans
• FINRA fingerprinting upon hire
• Retirement industry designation(s) preferred