Plan Document Assistant

Strongpoint Partners

Plan Document Assistant analyzing and drafting retirement plan documents at Strongpoint Partners. Ensuring compliance and alignment with client objectives while managing document lifecycles for qualified plans.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in analyzing and drafting retirement plan documents while ensuring compliance with regulations and alignment with client objectives. Strong focus on client service, effective communication, and attention to detail in managing document lifecycles for qualified plans.

Highest-signal resume keywords

Retirement Plan Document AnalysisDC Plans and Regulations KnowledgeReport WritingClient Service ExcellenceAnalytical and Problem Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan Document DraftingCompliance AnalysisPlan Document InterpretationPrototype Document FamiliarityVolume Submitter Document Familiarity

Soft Skills

Excellent Customer Service SkillsStrong Verbal CommunicationStrong Written CommunicationOrganizational SkillsAttention to Detail

Industry Keywords

Qualified PlansDocument Lifecycle ManagementClient ObjectivesBusiness CorrespondenceTimely Solutions

About the role

Key responsibilities & impact

Analyze and draft retirement plan documents ensuring compliance and alignment with client objectives
Work closely with teams to manage document lifecycles for qualified plans

Requirements

What you’ll need

Ability to learn DC plans and regulations interpret sophisticated plan documents and code provisions, including a familiarity with prototype and volume submitter documents
Ability to write reports, business correspondence, and procedures
Excellent customer service skills
Excellent verbal, written, analytical, organizational skills and keen attention to detail
Exceptional approach to client service focusing on communications, timely solutions, and client needs
Organized individual able to set priorities, meet deadlines, and be detail-oriented
Strong analytical and problem solving skills
Strong initiative, integrity, self-motivation, and results orientation

Benefits

Comp & perks

Flexible Workplace – Hybrid and remote options available for many roles.
Flexible PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.