Retirement Plan Document Specialist

Prepares detailed plan review summaries identifying actual and potential compliance issues. Identifies missing items and comments on plan provisions that comply and avoid violating Federal regulations. Also, prepares Plan document and Summary Plan Description (SPD) for start-up plans. Works with Plan and institutional clients to provide an interpretation of plan provisions. Reviews plan documents in terms of operational, administrative, and systems aspects. Validates available capabilities or identifies areas where TRAC support may be restricted. Completes adoption agreements; prepares Summary Plan Descriptions (SPD), board resolutions, and other documentation with high quality and timeliness as required. Coordinates execution of the adoption agreement and board resolution. As needed, consults with the Legal Department to review existing or converted plans, Summary Plan Descriptions (SPD), service agreements, plan amendments, and other documents to ensure compatibility with our standard prototypes.

According to JobzMall, the average salary range for a Retirement Plan Document Specialist in 80 Lamberton Rd, Windsor, CT 06095, USA is $62,000-$86,000 per year. However, this figure may vary depending on the experience and qualifications of the individual.

SS&C Technologies, Inc. is an American multinational financial technology company headquartered in Windsor, Connecticut that sells software and software as a service to the financial services industry. The company has offices in the Americas, Europe, Asia, Africa and Australia.