Follow Us


image for Ascensus job detail page
Share this post

Apply Now    

Plan Document Specialist II (Remote opportunities available!)

Location:Denver, CO
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.


  • Review work performed by Plan Document Specialist I
  • Update amendment masters
  • Update procedures and train staff
  • Consult on plan design and complex issues
  • Assist with self-correction program (SCP) and prepare streamline Voluntary Compliance Program (VCP) submissions
  • Review takeover plan documents for compliance issues and create a summary of plan provisions for basic to high level complexity plans
  • Perform technical research
  • Review plan document updates and software updates for improvements and law changes
  • Complete projects timely, accurately and cost effectively
  • Identify potential issues/problems and refer them to Manager or Consultant for solutions
  • Look for opportunities to improve Plan Document Services processes
  • Enter consulting time in Prosystem daily
  • Update workflow system daily
  • Perform Special projects
  • Other duties 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


Apply Now    
Link for schema

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
Powered by SmashFly