Supporting the New Business/Transition process, the full-time Senior Plan Document Compliance Specialist will review plan documents for compliance, provide consultation on plan design, and assist the document services team while working remotely. Key responsibilities Review plan documents for new clients to ensure compliance standards are met Provide consultation on plan design during design calls and prepare initial document packages Lead process improvements and coordinate ongoing education/training for team members Required qualifications Bachelor's degree or relevant work experience QKA (Qualified 401(k) Administrator) designation preferred Minimum of 10 years of plan document-related experience required