Strongpoint Partners logo
Strongpoint Partners

Securing Financial Futures, From Hire Through Retire

Plan Document Assistant

Location

United States

Posted

2 days ago

Salary

$50K - $55K / year

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Plan Document Assistant

Strongpoint Partners

• Analyze and draft retirement plan documents ensuring compliance and alignment with client objectives • Work closely with teams to manage document lifecycles for qualified plans

Job Requirements

  • Ability to learn DC plans and regulations interpret sophisticated plan documents and code provisions, including a familiarity with prototype and volume submitter documents
  • Ability to write reports, business correspondence, and procedures
  • Excellent customer service skills
  • Excellent verbal, written, analytical, organizational skills and keen attention to detail
  • Exceptional approach to client service focusing on communications, timely solutions, and client needs
  • Organized individual able to set priorities, meet deadlines, and be detail-oriented
  • Strong analytical and problem solving skills
  • Strong initiative, integrity, self-motivation, and results orientation

Benefits

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Flexible PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.

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