Document processor h1.location_city

Description

s (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements

• Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0)
• Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures
• Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices
• Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements
• Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review
• Monitor regulatory and legislative changes affecting plan document language and compliance deadlines
• Support the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms
• Coordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions
• Assist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS)
• Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines
• Contribute to process improvements and standardization of document templates and workflows
• Update internal recordkeeping systems and plan administration software to reflect current plan design provisions
• Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors

Required Qualifications

• Proven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and/or governmental plans
• Strong working knowledge of ERISA, IRS, and DOL regulations as they relate to plan document compliance
• Direct experience with plan restatements, amendments, and SPD preparation
• Familiarity with both ERISA-covered and non-ERISA plans, including church plans
• Understanding of legislative changes and their impact on plan documents (e.g., SECURE Act, SECURE 2.0, CARES Act)
• Experience with IRS pre-approved and individually designed plan documents
• High attention to detail with the ability to interpret complex regulatory language
• Strong organizational and time-management skills with the ability to manage multiple deadlines
• Proficiency with Microsoft Office (Word and Excel preferred)
• Clear written and verbal communication skills

Preferred Qualifications

• 3–5 years of experience in retirement plan document drafting or retirement plan administration
• Experience working with a TPA, recordkeeper, benefits firm, or law firm specializing in employee benefits
• Familiarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar)

Skills and Knowledge:

• Regulatory compliance
• Deadline-driven reporting
• Analytical problem-solving
• Clear written and verbal communication
• Confidentiality and professionalism

Featured Benefits:

• $75,000 per year
• 6% yearly discretionary bonus
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holiday’s
• Hybrid schedule after successful training period

Travel:

• No travel required

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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