Retirement Plan Document Consultant

Job Summary

A company is looking for a Retirement Plan Document Consultant.

Key Responsibilities

• Consult on complex plan designs and coordinate execution of final plan documents to ensure compliance
• Review retirement plan provisions for accurate document restatements and amendments
• Serve as a resource for internal and external partners, providing guidance on retirement plan documents and design options

Required Qualifications

• 3-5 years of experience with retirement plan administration, compliance, or document services
• Bachelor's degree in Business, Finance, or equivalent experience
• Solid understanding of ERISA, IRS regulations, and protected benefits rules related to retirement plans
• Proven ability to review and interpret legal documents, including plan documents and amendments
• Ability to work independently and manage competing priorities