Senior Retirement Plan Document Specialist (Remote)

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

SUMMARY

Responsible for consulting with clients on plan design and preparing the legal plan documents and amendments, as well as providing guidance and mentorship to team members. Provide customer service and overall service of assigned clients in updating key plan data. Responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Drafts Defined Benefit and Defined Contribution plan documents, restatements, and amendments from basic to complex plan designs Prepares and maintains plan documents for new retirement plans, conversions, and restatements from basic to complex plan designs Coordinate with legal counsel and clients to finalize document language Lead and prepare the process of annual notices distribution Lead and create processes for legislative and recurring large-scale plan document projects to ensure successful, timely completion; i.e. cycle restatements Ensure all plan documents meet IRS, ERISA, and regulatory requirements Collaborate with internal teams on plan design, amendments, and necessary participant communications Collaborate with internal teams on EPCRS correction processes Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.) Prepares IRS Filings (5500, 5558, 5330, etc.) Works with vendors/recordkeepers to maintain the plan design integrity and day-to‑day service issues Maintains client and due diligence files Review and update procedures Stay current on industry updates, legislative changes, and internal initiatives as they pertain to and impact recordkeepers, employers, participants, and plan documents Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience, required Law School, preferred Five (5) or more years of related work experience, required Experience with small to large size client, required Experience with Mergers & Acquisitions, required Professional designation issued by ASPPA, NIPA, etc. or progress toward designation, preferred

SKILLS

Strong understanding of ERISA, IRS, and DOL regulations Document software experience Positive attitude and a service-oriented mindset Strong attention to detail and work ethic Excellent analytical, organizational, and communication skills Strong sense of business ethics and integrity Ability to manage multiple priorities and meet deadlines in a fast‑paced environment Proficiency with Microsoft Office Suite (Excel and Word)

EEO STATEMENT

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to View email address on click.appcast.io. For more information on Alliant Insurance Service's benefits, please visit #J-18808-Ljbffr Alliant Insurance Services