Job Description
📋 Description Lead retirement plan document team with SMEs in doc design, interpretation, and operations. Oversee priorities, workload, and project execution for quality deliverables. Manage complex plan document projects and process improvements. Monitor performance, train needs, and partner with leadership on growth. Provide guidance on plan provisions and document interpretation. Support escalations and collaborate to meet regulatory standards. 🎯 Requirements Bachelor’s in business, finance, or related field or equivalent exp. Proven leadership through management, mentoring, or peer guidance. Strong knowledge of retirement plan docs, provisions, admin needs. QKA credential strongly preferred or willingness to pursue cert. Experience managing projects, process improvements, and ops initiatives. Excellent organizational, communication, and problem-solving skills. 🎁 Benefits Base salary $95,000–$105,000 depending on experience. Potential bonus and/or incentive opportunities. Comprehensive benefits: medical, dental, vision, life, LTD. 401(k) retirement and employee stock ownership opportunities. Generous PTO, holidays, parental leave, bereavement leave. Professional development and career advancement support.
