Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Senior Document Operations Specialist to support retirement plan documentation and compliance. The role prepares and maintains plan documents, advises on plan design and regulatory matters, resolves complex client issues, and supports transactions, plan terminations, and legislative updates.
Responsibilities
- Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients
- Analyze and consult on complex plan design changes, ensuring compliance with applicable regulations while supporting client goals and objectives
- Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues
- Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to ensure accrued benefits are protected and plan documents align with administrative capabilities
- Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations
- Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings
- Identify potential operational, compliance, and business risks associated with plan document provisions and recommend appropriate solutions
- Assist in the implementation of legislative and regulatory changes, including plan restatement and amendment projects
- Serve as a technical resource for retirement plan document and plan design matters
Skills
- Bachelor's degree in a business-related field or equivalent education/experience
- Five years of pension/retirement plan experience
- In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans
- Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes
- Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences
- Knowledge of Transamerica retirement plan products and administrative capabilities
- Experience drafting retirement plan documents or supporting plan document services in a recordkeeping, TPA, consulting, legal, or compliance environment
- Experience using retirement plan document systems such as ASC, ftwilliam, Relius, or similar document-generation platforms
- Experience supporting legislative restatement projects, required amendments, and regulatory compliance initiatives
- ASPPA or related industry credentials such as QKA, QKC, or TGPC
- Experience with 401(a), 401(k), 403(b), 457(b), and/or nonqualified deferred compensation plans
Benefits
- Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
- Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and at the Company’s discretion.
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