Preparing plan documents and assisting with plan provision questions, the full-time Retirement Document Specialist will manage the conversion of over 2,000 401k plans while working remotely. Key responsibilities Review new client plan documentation and draft appropriate documents for conversion Analyze prospective clients' plan documents for potential takeover and draft necessary amendments Act as a liaison for Internal Sales, Conversions, and Operations to address document concerns Required qualifications Minimum of 3 years' experience in the retirement services industry Minimum of 2 years' experience with drafting plan documents, preferred Proficient in FT William Document and Documents System preferred Proficient in Microsoft Word and Excel Able to review and interpret plan provisions for 401(k) and 403(b) Plans
Retirement Document Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.