Manager, Retirement Plan Documents
TruStage(11 days ago)
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.
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
About TruStage
trustage.comTruStage 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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