Document Operations Plan Specialist

Job Family

Adm - Document Management

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
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Job Description Summary

Prepares retirement plan documents, amendments and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans.

Job Description

Responsibilities:

* Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.

* Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives.

* Consult with outside counsel or senior management regarding requested contract and service agreement changes.

* Research specific client plan design/compliance situations as assigned.

* Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts.

* Develop plan filing packages for IRS determination letters.

* May assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.

Qualifications:

* Bachelor's degree in a business-related field or equivalent education/experience

* Two years of pension/retirement plan experience or relevant financial services experience

* Knowledge of plan regulations and plan documents

* Strong written/verbal communication skills

* Organizational skills and attention to detail

* Ability to build rapport with internal and external stakeholder.

* Proficiency using MS Office tools

Preferred Qualifications:

* Knowledge of Transamerica products and administrative capabilities

* Knowledge of plan regulations and plan documents

Working Conditions:

* Hybrid (Tuesday - Thursday)

The Salary for this position generally ranges between $46,000 - $54,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its…