Manager, Documents & Technical Services
New
A
AboonRetirement plan administration
This role is open to candidates based in the US.Full-TimeManager
SalaryThe base salary range for this role is $115,000-$125,000. Total compensation also includes an annual bonus and equity.
Apply NowOpens the employer's application page
Job Details
- Experience
- 5+ years of qualified retirement plan document and plan corrections experience
- Required Skills
- Google Workspace
Requirements
- Have 5+ years of qualified retirement plan document and plan corrections experience.
- Bring hands-on experience preparing and reviewing plan documents, amendments, and restatements.
- Have deep working knowledge of ERISA, the Internal Revenue Code, and IRS/DOL correction programs.
- Have demonstrated experience with EPCRS corrections and submissions.
- Be able to diagnose operational and document failures and determine appropriate correction methods.
- Explain complex technical matters clearly to people without a technical background.
- Manage multiple projects and competing deadlines with minimal oversight.
- Be proficient with plan document software, Google Workspace, and task and project management software.
- DFVCP and VFCP filing experience is a plus.
- Familiarity with ftwilliam and servicing modules of major recordkeeping platforms is a plus.
- Experience using ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work is a plus.
- Experience working with product or engineering teams on tooling or platform capabilities is a plus.
- ASPPA QKA or NIPA APA, or advanced ASPPA designations such as QKC, QPA, or CPC, are preferred.
Responsibilities
- Drive processes to draft, review, and maintain plan documents, amendments, restatements, SPDs, SMMs, and participant disclosures.
- Establish and manage restatement cycles and interim amendment projects, including deadlines, client communications, document execution, and operational alignment with recordkeeper platforms.
- Define and update correction methodologies, decision criteria, procedures, and templates for IRS and DOL programs.
- Oversee correction projects from diagnosis through filing, including preparing VCP, DFVCP, and VFCP submissions.
- Lead complex correction work, own document-related corrections, and review corrections completed by Plan Administration.
- Review incoming plan documents, diagnose inherited compliance failures, and coordinate document-related takeover work.
- Serve as a subject matter expert and escalation point on plan documents, qualification, and corrections.
- Train internal teams and partner with product, design, and engineering on plan-document workflows, tooling, and client experience.
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