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Retirement Plan Document Team Lead

Retirement Plan Document Team Lead

VirtualVocationsSan Angelo, Texas, United States
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A company is looking for a Retirement Plan Document Team Lead.

Key Responsibilities

Serve as a technical subject matter expert, providing direction on complex projects and initiatives

Provide coaching and mentoring, identifying development opportunities and supporting performance growth

Identify and implement process improvements to enhance quality, efficiency, and compliance

Required Qualifications

Bachelor's degree or equivalent experience (4 years in lieu of degree)

5+ years of experience with qualified retirement plan documents or related compliance roles

Expertise in the rules and regulations governing retirement plans (401(a), 401(k), 403(b), 457(b))

Experience with document generation systems and supporting regulatory plan restatements

ASPPA or related industry designations such as QKA, QKC, and TGPC required

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Team Retirement Plan • San Angelo, Texas, United States

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