Plan Documents Specialist Jr.
Centivo$60,000 - $82,500/year
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, Financial Services, Retirement SavingsIndustries
Requirements
- At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting
- Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
- Keen attention to detail and deadlines
- Considerable background in client servicing and strong communication skills
- Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
- Positive, collaborative, and proactive attitude
- Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
- Knowledge of one or more plan document and its related draft system (e.g. FT William, Datair, ASC, Sungard Relius) (The Extras)
- Knowledge of Application Programming Interface (API) functionality (The Extras)
- Experience with SalesForce or similar Customer Relationship Management (CRM) software (The Extras)
- Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience (The Extras)
Responsibilities
- Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
- Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support
- Project management - create processes for novel and recurring large-scale document projects; and assure successful, timely completion of each
- Provide Product support - contribute to discussions with various Product Teams to continually improve and iterate on our technology and to iterate automation for plan document creation and management
- Provide consultative client support - collaborate with Plan Sponsors to optimize plan design via discretionary amendment requests, addressing queries, and ensuring a clear understanding of chosen plan specifications
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What experience is required for the Specialist, Plan Documents role?
At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting is required, along with subject matter expertise.
What are the main responsibilities of this position?
Responsibilities include preparing plan documents such as amendments, restatements, and notices; supporting the team with process reviews and research; managing large-scale document projects; contributing to product improvements; and providing consultative support to plan sponsors.
Is this role remote or office-based?
This information is not specified in the job description.
What is the salary for this position?
This information is not specified in the job description.
What kind of background makes a strong candidate for this role?
A strong candidate has several years working with sponsors, recordkeepers, and/or TPAs, with experience supporting plan design and plan document services for qualified/non-qualified plans.
Vestwell
Digital platform for modern retirement plans
About Vestwell
Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.
New York City, New YorkHeadquarters
2016Year Founded
$231MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees