Great-West Financial Empower Retirement

Retirement Plan Document Specialist

US-WI-Milwaukee | US-CO-Denver (DTC)
2 weeks ago(1/3/2018 3:54 PM)
Job ID
15169
# Positions
1
Category
Account Operations

Position Highlights

Be Bold Be Brilliant

 

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

 

Our over 5,000 associates across 40 locations across the country provide world class service to:

 

30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration 

 

 

The Plan Document Specialist will, under minimal supervision, prepare retirement plan documents ensuring that all plan document requests are processed according to the company's and the plan sponsors standards.

Primary Responsibilities

  • Prepares plan documents, amendments, and Summary Plan Descriptions for new and existing retirement plan clients.
  • Prepares plan amendments based on client's directive. Inputs amended document specifications into the internet-based document software program. Coordinates plan updates to recordkeeping system.
  • Prepares new plan documents by reviewing client s current plan documents, completing transfer checklists, clarifying amendments and inputting document specifications into the internet-based software program.
  • Evaluate amendment and document-related requests and determine appropriate action.
  • Provides comparison reviews for plan mergers and review of Protected Benefits.
  • Performs plan document reviews for prospective clients to verify product compatibility.
  • Responds to requests by Plan Sponsors for information; resolves administrative or service problems with regards to plan documentation rules and design.
  • Provides exceptional customer service to internal and external customers via phone, mail and electronic media.
  • Manages assigned work queue in a timely and quality manner; ensuring deadlines are met.
  • Responds proactively to ad hoc requests from clients, internal departments, and management.
  • Assists with projects as needed.

Qualifications

  • Bachelor's degree. In lieu of a degree, equivalent work experience will be considered.
  • Equivalent directly work experience; Retirement industry designation(s) a plus.
  • 5 years of related experience in retirement plan industry
  • Technical knowledge of qualified retirement plans
  • MS Office skills and basic Access skills
  • Strong attention to detail
  • Results orientated with ability to effectively handle multiple tasks/work responsibilities at the same time.
  • Excellent proactive communication skills with ability to interact with all levels of staff, management and clients.
  • Strong problem resolution skills and understanding of when to escalate a matter
  • Ability to work within prescribed deadlines and in a team environment
  • Using established procedures and working under minimal supervision, performs assigned tasks. Resolves questions and problems; involves senior specialists or management for more complex issues.Develops working relationships with peers, management, and other internal staff.
  • Also interacts with external clients and partners.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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