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Plan Document Specialist II (retirement administration documents)

Location:Encino, CA
Level:Full Time
Category: Operations



Timely and accurate completion of plan documents, amendments, IRS submissions and other related documents.  Update procedures and train staff to create and maintain plan documents and amendments.


  • Draft plan documents, restatements and amendments for medium to advance complexity plans
  • Prepare Summary of Plan Provisions and Summary Material Modifications for medium to advance complexity plans
  • Prepare determination letter applications for initial qualification and plan terminations
  • Consult on plan design and compliance issues with internal staff
  • Complete projects timely, accurately and cost effectively
  • Review work performed by entry level Plan Document Specialists
  • Update procedures and train staff
  • Assist with self-correction program (SCP) and prepare Voluntary
  • Compliance Program (VCP) submissions
  • Review takeover plan documents for compliance issues
  • Perform technical research
  • Review plan document updates and software updates for improvements and law changes
  • Identify potential issues/problems and refer them to Manager or Consultant for solutions
  • Look for opportunities to improve Plan Document Services processes
  • Perform Special projects as assigned


  • Excellent communication skills, including composing and communicating technical ideas
  • Self-motivated
  • Detail oriented
  • Dependable with excellent follow through on commitments and responsibilities
  • Excellent customer service skills with strong interpersonal skills
  • Strong project management skills.
  • Strong organizational and problem solving skills with ability to work in a numbers oriented environment
  • Strong computer skills with the ability to quickly learn new software applications
  • Commitment to ongoing pension education
  • Ability to work in fast paced, ever changing office environment
  • Team player
  • Must be willing to maintain a flexible work schedule and work overtime as needed


  • Experience drafting plan documents is required
  • 5 to 10 years of administration experience or equivalent
  • B.A. or B.S. degree preferred
  • ASPPA QKA or higher designation or actuarial exams preferred

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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