Doc Ops Plan Associate

Full Time

Administration

United States

Prepares retirement plan documents, amendments and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans. Staff at this level are assigned straightforward plans and receive instruction, guidance and direction from more senior specialists.

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.

Qualifications

• Bachelor’s degree in a business-related field or equivalent education/experience.
• 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.

Preferred Qualifications

• Experience with pension or retirement plans.
• Knowledge of Transamerica products and administrative capabilities.

Working Conditions

Remote/hybrid

Compensation

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The Salary for this position generally ranges between $40,500- 50,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at Company discretion.

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