Senior Specialist, Plan Documents

At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting. Subject Matter Expertise in ERISA, DOL, and IRS regulations. Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives. Considerable background in client servicing and strong communication skills. Strong commitment to proactively managing workload while adhering to IRS/DOL deadlines.

Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures. Support team members with process reviews, research, and documentation related to plan documents. Create processes for large-scale document projects and ensure timely completion. Contribute to discussions with Product Teams to improve automation for plan document creation. Collaborate with Plan Sponsors to optimize plan design and address queries.