Doc Ops Plan Associate

Transamerica Life Insurance Company Harrison , NY 10528

Posted 3 months ago

Job Family

Document Ops

Job Description Summary

What will you do: Process new retirement plans onto the system working with large markets. Support clients and internal parties to understand the plans to make sure the record keeping system reflect the plan provisions. This position offers a variety to work with various types of plans.

What will you learn: This position will provide the opportunity to gain in-depth knowledge of retirement compliance consulting and the retirement industry. It's an excellent growth opportunity for someone looking to advance in the retirement and pension space.

Job Description

What Success Looks Like:

  • Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.

  • Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives.

  • Consult with outside counsel or senior management regarding requested contract and service agreement changes.

  • Research specific client plan design/compliance situations as assigned.

  • Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts.

  • Develop plan filing packages for IRS determination letters.

  • May assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.

What Will Need:

  • Bachelor's degree in a business-related field or equivalent education/experience.

  • Strong written/verbal communication skills.

  • Organizational skills and attention to detail.

  • Ability to build rapport with internal and external stakeholders.

  • Proficiency using MS Office tools.

Why Work for Us

Total Rewards at Transamerica: It's more than a paycheck.

Our comprehensive Total Rewards package is designed to help support you in many ways throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.

Learn more about our Total Rewards Package.

Equal Opportunity Employer:

Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Ontario Applicants:

Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@transamerica.com.


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Doc Ops Plan Associate

Transamerica Life Insurance Company