Retirement Document Specialist

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.  

Upon joining us, and prior to moving into the Retirement Document Specialist role full time, you will be part of a team tasked with the mapping of over 2,000 401k plans from Relius to FT Williams.  

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
• Proficient in FT William Document and Documents System preferred
• Experience in SalesForce is a plus but not required
• Proficient in Microsoft Word and Excel
• Must be able to Review and interpret plan provisions for 401(k) and 403(b) Plans
• Able to multi-task and meet deadlines