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Retirement Plan Document Auditor

Company: VirtualVocations
Location: Oklahoma City
Posted on: October 4, 2024

Job Description:

A company is looking for a Retirement Plan Document Auditor to review and consult on retirement plan documents.



Key Responsibilities

Perform detailed reviews of plan documents for compliance and qualification
Serve as a technical resource for team members on plan design and compliance
Lead or participate in projects to enhance organizational initiatives and improve client satisfaction


Required Qualifications

3 - 5+ years of experience in retirement plan document consultation and quality assurance
Bachelor's degree or equivalent work experience (4+ years of related experience in lieu of a Bachelor's)
Demonstrated knowledge of laws and regulations related to qualified and non-qualified retirement plans
Retirement Plan services certification through an industry organization is a plus
Experience with document generation systems such as ASC, FIS Relius, or ftwilliam is preferred

Keywords: VirtualVocations, Edmond , Retirement Plan Document Auditor, Accounting, Auditing , Oklahoma City, Oklahoma

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