TruStage

Manager, Retirement Plan Documents

TruStage(11 days ago)

HybridFull TimeSenior$83,100 - $124,700Operations
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About this role

The role oversees plan document processes including controls, quality checks, and governance to ensure compliance with federal regulations and internal standards. It involves leading a team responsible for document management, supporting both pre-sale and post-sale phases, and collaborating with various departments to ensure operational efficiency and compliance.

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Required Skills

  • Regulatory Compliance
  • Document Management
  • Leadership
  • Process Improvement
  • Project Management
  • IRS Regulations
  • ERISA Regulations
  • DOL Regulations
  • Team Collaboration
  • Technical Skills

Qualifications

  • Bachelor's Degree in Business
  • 6-8 years experience in financial services/insurance
  • Supervisory Experience
TruStage

About TruStage

trustage.com

TruStage offers a wide range of commercial and personal insurance products — making it easier for people to choose the right protection to fit their unique needs.

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