Retirement plan documents and regulatory analysis define this Senior Specialist position at Transamerica, supporting complex plan administration in an office environment.
This senior-level position prepares and manages documents for 401(a), 401(k), 403(b), 457, and NQDC plans. The work combines plan design consultation, compliance research, document analysis, and detailed coordination with clients, counsel, advisors, and operational teams. You will help protect accrued benefits while identifying system conflicts and business risks.
Key Responsibilities:
- Prepare plan documents, amendments, summaries, and funding documents
- Consult on complex plan design changes and client objectives
- Analyze mergers and spin-offs for protected accrued benefits
- Develop IRS determination letter filing packages
- Assist with plan terminations and regulatory submissions
Requirements:
- Bachelor's degree or equivalent education and experience
- Five years of pension or retirement plan experience
- In-depth retirement regulations and plan document knowledge
- Strong communication, customer focus, and interpersonal skills
- Analytical, organizational, decision-making, and problem-solving skills
Apply retirement plan expertise, document precision, and complex issue resolution to support Transamerica clients and plans.
Senior Retirement Plan Document Specialist in Quinte West employer: Transamerica
Transamerica is an exceptional employer that values hard work, innovative thinking, and personal accountability, fostering a collaborative and positive work environment. Employees enjoy a balanced lifestyle with opportunities for professional growth and development, supported by a diverse workforce dedicated to helping clients achieve financial freedom. Located in a vibrant community, Transamerica offers unique advantages such as a strong commitment to social responsibility through its nonprofit initiatives, making it a rewarding place to build a meaningful career.
