Senior Plan Document Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Create and update retirement plan documents, including restatements, resolutions, and amendments • Lead plan design calls for new business clients • Provide plan design and document consulting to plan sponsors and advisors during implementation/installation and on an ongoing basis • Prepare plan restatements and board resolutions • Proactively follow up and coordinate with plan sponsors, advisors, and other plan stakeholders regarding plan design and provisions • Consult with plan sponsors regarding discretionary amendments and prepare requested amendments • Prepare mandatory interim amendments and restatements • Prepare plan mergers and protected benefits analyses • Work closely with internal teams to ensure plans are set up correctly and remain compliant with current regulations • Assist with document-related projects as needed

🎯 Requirements

• Bachelor’s degree preferred • Experience drafting plan documents and participant communications • Ability to regularly lead client/advisor calls providing consultative feedback related to plan establishment, design, and ongoing administration • Strong attention to detail • Advanced Microsoft Office skills, including Outlook, Word, Excel, PowerPoint, and Access • Ability to meet deadlines • Excellent client service and communication skills • QKA preferred • FT William plan document experience preferred • Experience working in a fast-paced, team-oriented, and collaborative environment • Superb analytical and creative problem-solving skills • Excellent listening, interpersonal, written, and oral communication skills • Logical and efficient, with keen attention to detail • Highly motivated • Ability to effectively prioritize, manage, and execute tasks • Strong customer service orientation • Uninterrupted virtual workspace with no distractions • Family care in place during business hours • Internet work speed of 50 MBps or better for individual use

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Reasonable accommodation for individuals with disabilities