Document Operations Plan Specialist
Transamerica(1 month ago)
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.
Required Skills
- Plan Documents
- Amendments
- Funding Documents
- Client Consultation
- Regulatory Research
- Plan Analysis
- Communication
- MS Office
Qualifications
- Bachelor's Degree
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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