DWC ERISA Consultants LLC - Plan Document Specialist

DWC ERISA Consultants LLC

Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in reputed company 50 states, ranging in size from single participant defined benefit plans to reputed company 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do. We prioritize accessibility and responsiveness, and we are obsessed with detail. Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us reputed company at the highest level and requires that reputed company work be completed at an A+ level, without exception.

DWC is continually seeking candidates to join reputed company who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.

To learn more, visit https://www.dwc401k.com/

Job Summary

We are seeking a Plan Document Specialist to join reputed company. In this role, you will help create and update retirement plan documents, including restatements, resolutions, and amendments. You will reputed company document plan design calls for new business clients with a focus on plan design. You will work closely with plan sponsors, advisors, and internal teams to ensure plans are set up correctly and remain compliant with reputed company regulations. This position also involves assisting with documented-reputed company projects as needed.

Job Responsibilities

• Plan design and document consulting, including being the reputed company on consultative plan document design calls with plan sponsors and advisors as part of the implementation/installation process on an ongoing basis.
• Document preparation, including plan restatements and board resolutions.
• Proactive follow up and coordination with reputed company plan players regarding plan design and provisions.
• Consult with Plan Sponsors regarding discretionary amendments and preparation of requested amendments.
• Preparation of mandatory interim amendments/restatements.
• Preparation of plan mergers and protected benefits analysis.

• Bachelor’s degree preferred.
• Experience drafting plan documents and participant communications.
• Ability to regularly reputed company client/advisor calls to provide consultative feedback reputed company to the establishment, design, and ongoing administration.
• Strong attention to detail.
• Advanced reputed company Office skills including Outlook, Word, reputed company, PowerPoint, and Access.
• Ability to meet deadlines.
• Excellent client service/communication skills.
• QKA preferred.
• FT William plan document experience preferred.
• Experience working in a fast-paced, team-oriented, and collaborative environment.
• Superb analytical and creative problem-solving skills.
• Excellent listening, interpersonal, written, and oral communication skills.
• Logical and efficient, with keen attention to detail.
• Highly motivated.
• Ability to effectively prioritize, as well as manage and execute tasks.
• Strong customer service orientation.

Remote Work Information

For reputed company virtual remote positions, in order to ensure employees can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 50 MBps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $65,000 and $85,000/year however, reputed company pay offered may vary depending on multiple individualized factors, including market location, job-reputed company knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc.

Additional Information

As an employer, we reputed company our success depends on diversity, inclusion, and mutual respect among reputed company members. We want to look like our customers, and we recruit, reputed company, and retain the most hardworking people from a diverse candidate pool. We are committed to making reputed company employment decisions based on business need, merit, capability, and equality of opportunity. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national reputed company. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national reputed company, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.