TPA Plan Documents Specialist - Remote
Remote / Online - Candidates ideally in
Decatur, Macon County, Illinois, 62523, USA
Listed on 2026-02-15
Decatur, Macon County, Illinois, 62523, USA
Listing for:
CPS, Inc.
Remote/Work from Home
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Services
Job Description & How to Apply Below
Retirement Plan Documents Specialist
We’re partnering with a well-established Third-Party Administrator (TPA) that is looking to add an experienced Retirement Plan Documents Specialist to their growing team. This is a fully remote opportunity supporting a collaborative, technical group focused on delivering high-quality plan document services and compliance expertise.
What You’ll Do- Draft, restate, and amend qualified retirement plan documents (401(k), Profit Sharing, Cash Balance, and Combo plans)
- Interpret plan provisions and ensure documents align with plan operations and compliance requirements
- Manage plan conversions, takeovers, and regulatory updates
- Prepare adoption agreements, amendments, SPDs, and related compliance materials
- Consult with internal administrators and clients on plan design strategies and document questions
- Research IRS/DOL regulations and apply technical guidance accurately
- Maintain document libraries and ensure timely completion of restatements and required updates
- Support special projects related to compliance and regulatory changes
- 3+ years of retirement plan document or compliance experience within a TPA or retirement services environment
- Strong knowledge of qualified plan rules and regulations
- Experience drafting or maintaining plan documents and amendments
- ASC experience preferred (other industry software welcomed)
- Detail-oriented with strong analytical and technical skills
- Comfortable managing deadlines independently in a remote setting
- Excellent written and verbal communication skills
- Exposure to plan design consulting
- QKA, QKC, or other ASPPA credentials (or working toward)
- 100% remote flexibility
- Competitive compensation ($80-$100k)
- Stable, growing TPA with supportive leadership
- Collaborative, low-drama culture
- Opportunity to be the technical expert and truly own your work
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