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Plan Document Specialist

72% Flex
Full Remote
Full time
  • Remote from:Pennsylvania (USA)
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Plan Document Specialist

72% Flex
Remote: Full Remote
Contract: Full time
Work from: Pennsylvania (USA)...

Offer summary


Familiarity with Plan Document vendor software, Bachelor's degree or equivalent.

Key responsabilities:

  • Produce compliant plan documents
  • Conduct client educational outreach
  • Handle customer inquiries and issues
  • Stay current on industry regulations
Benetrends Financial logo
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Benetrends Financial

Financial ServicesSME

51 - 200 Employees

Job description

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Your missions

                                        Plan Document Specialist


This is a full-time position. The hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.


In the performance of their respective tasks and duties all employees are expected to conform to the following:

  • Interact professionally with other employees, customers, and suppliers.
  • Work effectively as a team contributor on all assignments.
  • Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
  • Take ownership of client issues/concerns to promote exceptional client experience.



Position Purpose:

This diverse position is a challenging opportunity for an individual with strong communication skills to assist team members and clients with various legislative, operational and plan design aspects of qualified defined contribution plans, including the production of volume submitter documents. The Compliance/Plan Document Specialist develops and produces plan documents that are in compliance with complex IRS requirements and accomplish the goals of the individual client, using our vendor’s software.


Essential Functions:

  • Prepare required and discretionary amendments and restatements of plan documents.
  • Proactive educational and follow up contact with client base.
  • Respond to client inquiries.
  • Understanding of Rainmaker Product – including banking, rollover, compliance, fair market value, appraisals, 5500s and testing
  • Ability to explain Plan Document provisions.
  • Understanding and ability to communication IRS regulations and DOL provisions
  • Exercise judgment in determining acceptable data.
  • Meet all deadlines with regards to internal and external due dates
  • Remain current on industry issues.
  • Utilize available tools to meet or exceed client’s needs.
  • Special projects as needed.
  • Providing back up to all other departments (and organization) members
  • Perform other related duties as assigned.


  • Familiarity with Plan Document vendor software
  • ASPPA and or ERPA Credentials preferred.
  • Bachelor's degree or an equivalent combination of education, training, and experience.
  • Knowledge of ERISA concepts, guidelines and compliance issues
  • Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service.
  • Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.


  • Must have the ability to work on multiple projects simultaneously, to think and make decisions quickly while maintaining accuracy.
  • Must have strong organizational skills.
  • Proficient with Microsoft Excel, Word and Outlook and SRT system
  • Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image.
  • Ability to effectively present information and respond to questions from partners, clients, customers, and other employees of the organization.
  • Ability to interact at all levels within the organization as well as with external client and third-party contacts.
  • Must be a team player but also work well independently, have a strong ability to problem solve and must pay close attention to detail.


What you’ll be a part of:

The Benetrends Family is deeply involved in the community and the team brings extensive retirement plan knowledge to the industry to help our entrepreneurial customers plan for their future. Once you become a member of the family, you will embrace the comfort of helping others.

 Benetrends Financial career offers numerous career and lifestyle advantages, and our benefits program has been specially designed to deliver flexibility, financial security, meaningful work experience, and a work-life balance.

Benetrends was named IFA’s Preferred Vendor for IRA/401(k) Rollover Financing in 2022.


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Soft Skills

  • Strong communication skills
  • Excellent customer service
  • Team player, problem solver

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