Manager, Documents – Technical Services

🕒 Outubro 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $115.000 - $125.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

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Aboon

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2023

💳 Fintech

☁️ SaaS

🤝 B2B

💰 $17.500.000 Seed em 2025-10

Fintech • SaaS • B2B

A Aboon é uma plataforma digital de planos de aposentadoria e um serviço focado em TPA que ajuda consultores financeiros e empregadores a estruturar, lançar e gerenciar planos de aposentadoria corporativos. A plataforma combina workflows completos baseados em IA (geração de propostas de 401(k), onboarding simplificado com recordkeepers e testes digitais de compliance) com suporte humano dedicado e integrações com recordkeepers confiáveis. A Aboon se posiciona como uma forma rápida para consultores conquistarem e expandirem seus negócios de planos de aposentadoria, com ênfase em segurança de nível empresarial e auditorias. A empresa atende tanto patrocinadores de planos pela primeira vez quanto consultores experientes.

Descrição

• Drive processes to draft, review, and maintain plan documents, including adoption agreements, amendments, restatements, SPDs, SMMs, and participant disclosures • Prepare restated documents for takeover plans, identify protected benefits, and flag design changes requiring client attention • Interpret document provisions and advise internal teams on operational questions • Partner with 3(16) Services to prepare and deliver required disclosures and notices within IRS and DOL timeframes • Establish and run restatement cycles and interim amendment projects • Manage regulatory amendment deadlines and coordinate client and financial advisor communications • Coordinate drafting, delivery, execution, and return of client-signed documents, ensuring alignment with recordkeeper platforms • Maintain plan document status and details in external tools and internal systems • Define and evolve correction methodology across IRS and DOL programs • Oversee correction projects from diagnosis through filing, including VCP, DFVCP, and VFCP submissions • Own document-related corrections, including missed amendments, late restatements, and document failures • Lead complex correction work involving novel fact patterns and multi-year failures, engaging outside ERISA counsel when warranted • Review corrections executed by Plan Administration for methodological and regulatory alignment • Coordinate required contributions, client communications, and submissions with Plan Administration and Relationship Management • Review incoming plan documents and amendments for takeovers, identifying compliance gaps and plan-design opportunities • Diagnose inherited compliance failures and scope required correction work • Advise onboarding administrators and relationship managers on document-related risks • Serve as subject matter expert and final escalation point on IRS/DOL requirements, plan documents, qualification, corrections, mergers and acquisitions, EPCRS, DFVCP, and VFCP • Consult on plan design and specialist client conversations • Coordinate training for Plan Consulting, Relationship Management, and Plan Administration • Partner with product, design, and engineering on document origination, amendments, restatements, tooling, and client experience • Monitor recordkeeper capabilities and regulatory developments, implementing required operational changes

🎯 Requisitos

• 5+ years of qualified retirement plan document and plan corrections experience • In-depth, hands-on experience preparing and reviewing plan documents, amendments, and restatements • Deep working knowledge of ERISA, the Internal Revenue Code, and IRS/DOL correction programs • Demonstrated experience with EPCRS corrections and submissions • Ability to diagnose operational and document failures and determine the appropriate correction method • Ability to explain complex technical matters clearly to people without a technical background • Exceptionally organized, with the ability to manage multiple projects and competing deadlines with minimal oversight • Proficiency with plan document software, Google Workspace, and task and project management software • Work authorization in the United States required • No visa sponsorship available

🏖️ Benefícios

• Comprehensive health, dental, and vision insurance, with additional optional coverage • 401(k) with company match • Flexible paid time off and holidays • 10 weeks paid parental leave • A fully remote work environment, with all the technology and equipment you need • Support for professional development and career growth • Annual bonus • Equity

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