Document Specialist

Profile

Document Specialist
Duties: 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 Resoultion Program; and backing up other staff when necessary. 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 toher staff when necessary. Assist in requesting TIN’s for Plans. Consult with plan sponsors regarding in the event the plan needs to be submitted to the IRS/DOL under one Employee plan Compliance Resolution Program (EPCRS). Prepare EPCRS submission and interface with IRS/DOL as needed. Maintain proficient knowledge of, and demostrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific training requirements in a timely fashion.

Qualification and Experience

Qualifications: College Degree and/or professional designation form ASPPA, CEBS, or paralegal certificate. 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 priortize work assignments and multitask. Display an intermediate level compentency with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills. Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to his position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Pension Consulting experience is necessary.

Company info

Hiring Coordinator
Benefit Plans Administrative Services, Inc.
6 Rhoads Drive
Utica, NY 13502