#LI-JSS #LI-Hybrid Essential Functions and Primary Duties • Prepare and maintain third-party administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio. • Provide support in responding to plan document-related questions and issues. • Assist with the design, customization, and modification of retirement plan documents. • Support retirement plan compliance activities, including IRS submissions, plan amendments, restatements, and terminations. • Assist with researching and resolving technical questions and issues related to ERISA and plan document provisions. • Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers. • Maintain accurate records and documentation related to plan document activities. • Perform additional responsibilities as assigned. Preferred Qualifications • Bachelor's degree • Minimum of 3-5 years' of experience in TPA Plan Document Support preferred • Qualified 401(k) Administrator (QKA) designation, or designation in progress is a plus • Proficiency with FT Williams (FTW) • Foundational knowledge of retirement plan regulations, plan document provisions, and defined benefit and defined contribution plans Minimum Qualifications • High School Diploma or GED • At least three years of professional, retirement plan technical and compliance experience • Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures • Possesses comprehensive knowledge of pertinent laws, regulations and professional standards • Proficient 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 • Pursuing Enrolled Retirement Plan Agent (ERPA) 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