- Prepare and consult on Plan document designs using software and data processing
- Follow up on Plan documents and amendments via mail, email, or telephone
- Submit documents to the IRS
- Provide back up to other staff when necessary
- Consult with plan sponsors regarding in the event the plan needs to be submitted to the IRS/DOL under one of the Employee Plan Compliance Resolution Program (EPCRS)
- Prepare EPCRS submission and interface with IRS/DOL as needed
- College degree and/or professional designation form ASPPA, CEBS, or paralegal certificate
- Pension Consulting experience preferred
- Well-developed written and oral communication skills
- Analyze problems and issues and present possible solutions to supervisor
- Ability to be highly organized and show an attention to detail
- Ability to prioritize work assignments and multitask
- Display an intermediate level competency with Microsoft Word and Excel, Adobe Acrobat, as well as personal computer skills
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Document Specialist - Utica, United States - Staffworks CNY
Description
Job Description
Job DescriptionDocument SpecialistPay rate $16.00/hrGeneral Function:The responsibilities of this position are preparing and following up on new plan documents and amendments; submitting documents to the IRS; communicating electronically; preparation of required regulatory amendments; amendment and restatement of plan documents when required by law; preparation and consulting with regard to submissions under Employee Plan Compliance Resolution Program; and backing up other staff when necessary.
Essential Duties:
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