Plan Document Consultant – Level 5
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $34 - $48 per hour
Job Level
Mid-LevelSenior
About the role
- Conduct ongoing audits of existing retirement plan policies and practices
- Oversee responses to client requests for plan document amendments and/or restatements
- Consult with clients on unique and complex issues
- Maintain awareness of legislative changes and IRS rulings
- Provide regulatory feedback on client-produced legal plan documents
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- Thorough knowledge of defined benefit and defined contribution retirement plans
- Knowledge of ERISA, IRS, DOL and SEC laws and regulations
- Ability to conduct ongoing audits of retirement plans
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
auditingretirement plan policiesplan document amendmentsregulatory feedbackdefined benefit plansdefined contribution plans
Soft skills
consultationproblem-solvingcommunication
Certifications
University Degree