Retirement plan documents and regulatory analysis define this Senior Specialist position at Transamerica, supporting complex plan administration in an office environment.
This senior-level position prepares and manages documents for 401(a), 401(k), 403(b), 457, and NQDC plans. The work combines plan design consultation, compliance research, document analysis, and detailed coordination with clients, counsel, advisors, and operational teams. You will help protect accrued benefits while identifying system conflicts and business risks.
Key Responsibilities: Prepare plan documents, amendments, summaries, and funding documents
Consult on complex plan design changes and client objectives
Analyze mergers and spin-offs for protected accrued perks
Develop IRS determination letter filing packages
Assist with plan terminations and regulatory submissions
Requirements: Bachelor’s degree or equivalent education and experience
Five years of pension or retirement plan experience
In-depth retirement regulations and plan document knowledge
Strong communication, customer focus, and interpersonal skills
Analytical, organizational, decision-making, and problem-solving skills
Apply retirement plan expertise, document precision, and complex issue resolution to support Transamerica clients and plans.