Retirement Plan Document Consultant
Location
United States
Posted
3 days ago
Salary
$79.4K - $112.2K / year
Job Description
Job Requirements
- Bachelor's degree in Business, Finance, or equivalent experience
- 3 – 5 years of experience with retirement plan administration, compliance, or document services
- Solid understanding of ERISA, IRS regulations, and protected benefits rules related to retirement plans
- Proven ability to review and interpret legal documents, including plan documents, amendments, and fee schedules
- Strong communication and negotiation skills
- Excellent attention to detail and organization skills
- Ability to work independently, manage competing priorities, and make judgment calls with limited oversight
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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