Document Operations Plan Specialist
Transamerica
About this role
Prepares and manages retirement plan documents, amendments, and funding paperwork for various qualified and nonqualified plans (401(a), 401(k), 403(b), 457, NQDC). Works with clients and internal teams to ensure documents align with system setup, compliance requirements, and client objectives, and supports IRS filings and plan terminations as needed.
Skills
Qualifications
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
Recent company news
The San Francisco StandardWho is Yoda PLC, the buyer of SF’s Transamerica Pyramid?
2 days ago
The Real DealNine-figure price revealed for SF’s Transamerica Pyramid, but at massive loss
1 week ago
Insurance BusinessAegon to shift headquarters to US, rebrand as Transamerica
Dec 10, 2025
plansponsorTransamerica Introduces Nuveen TDFs, TIAA Lifetime Income
Jul 9, 2025
PR NewswireTransamerica expands stable value access to retirement plans across recordkeepers
Nov 12, 2025
About Transamerica
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Transamerica.
Salary
$46k – $54k
per year