#LI-JSS #LI-Hybrid Essential Functions and Primary Duties • Prepares and maintains Third Party Administered retirement plan documents, including amendments and restatements, for a high‑volume client portfolio. • Provide technical support answering plan document related questions and issues • Assist in the design, customization, and ongoing modification of retirement plan documents to meet client objectives and regulatory requirements. • Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations • Assist with answering technical questions and issues related to ERISA • Participates in select client interactions and supports plan design discussions, demonstrating comfort communicating plan provisions and options • Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers. • Perform additional responsibilities as assigned Preferred Qualifications • Bachelor's degree • Minimum of 5+ years experience in TPA Plan Document support preferred • Qualified 401(k) Administrator (QKA) completed or in progress • Proficiency in FT Williams (FTW) • Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined contributions. Minimum Qualifications • High School Diploma or GED • At least five years of professional, retirement plan technical, and compliance experience • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures • Possesses expert knowledge of pertinent laws, regulations, and professional standards • Expert use of applicable technology • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Experience in coaching and teaching others • Enrolled Retirement Plan Agent (ERPA) designation • Pursuing Accredited Pension Representative (APR) or and/or (APA) designation • Ability to anticipate and elicit customer needs • Ability to self-learn and develop business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization • Ability to travel as necessary