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Retirement Plan Documents Specialist

We’re partnering with a well-established Third-Party Administrator (TPA) that is looking to add an experienced Retirement Plan Documents Specialist to their growing team. This is a fully remote opportunity supporting a collaborative, technical group focused on delivering high-quality plan document services and compliance expertise.

What You’ll Do

• Draft, restate, and amend qualified retirement plan documents (401(k), Profit Sharing, Cash Balance, and Combo plans)
• Interpret plan provisions and ensure documents align with plan operations and compliance requirements
• Manage plan conversions, takeovers, and regulatory updates
• Prepare adoption agreements, amendments, SPDs, and related compliance materials
• Consult with internal administrators and clients on plan design strategies and document questions
• Research IRS/DOL regulations and apply technical guidance accurately
• Maintain document libraries and ensure timely completion of restatements and required updates
• Support special projects related to compliance and regulatory changes

What We’re Looking For

• 3+ years of retirement plan document or compliance experience within a TPA or retirement services environment
• Strong knowledge of qualified plan rules and regulations
• Experience drafting or maintaining plan documents and amendments
• ASC experience preferred (other industry software welcomed)
• Detail-oriented with strong analytical and technical skills
• Comfortable managing deadlines independently in a remote setting
• Excellent written and verbal communication skills

Nice to Have

• Exposure to plan design consulting
• QKA, QKC, or other ASPPA credentials (or working toward)

Why This Role

• 100% remote flexibility
• Competitive compensation ($80–$100k)
• Stable, growing TPA with supportive leadership
• Collaborative, low-drama culture
• Opportunity to be the technical expert and truly own your work

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