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Retirement Plan Document Design Representative

Location: Indianapolis, IN
Job # 9735401
Date Posted: 08-07-2017
Artemis Search Partners, Inc. is currently seeking an experienced Retirement Plan Document Design Representative for its client, a well established insurance company based in Indianapolis, IN.

Position Title:  Retirement Plan Document Design Representative  

Location: Indianapolis, IN (will consider remote)

Position Type:  Full time, permanent position

Compensation:  Competitive base salary commensurate with experience level.  Additional bonus opportunity available.  Full benefits, 401k match, 100% employer paid pension plan, PTO, free parking, on site fitness center and cafe, paid leadership development and/or and industry designations.  Additional perks and incentives offered. May provide relocation assistance. Will consider remote. 

Position Responsibilities:
  • Drafts various plan amendments and restatements, such as 401(a) volume submitter, individually designed, 403(b), and 457(b) deferred compensation plans.
  • Will prepare governmental filings as needed with plan design changes.
  • Consults with plan sponsors in reference to plan design and provides plan technical assistance.
  • Communicates with various parties, such as plan sponsors, internal customers and investment advisors in reference to plan changes.
  • Generates explanatory letters, performs legislative project work or research as necessary.
  • Will serve as SME (Subject Matter Expert) for training purposes.

 Position Requirements:
  • Minimum Bachelor's degree preferred. Will accept experience in lieu of educational requirement.
  • Minimum 5+ years related experience with Bachelors degree, OR, Minimum 10+ years experience without Bachelors degree. Experience must be as retirement plan document drafter or very closely related discipline.
  • Following industry designations are preferred, but not required: QKA, QPA, or TGPC
  • Must hold strong verbal/written communication skills as well as high level of professionalism
  • Knowledge of ERISA and current legislation most preferred
Should you meet minimum position requirements, please apply now.  A member of our recruitment team will contact you directly.
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