Senior Representative, BPS Client Contact

This is a fully remote position, open to applicants in Colorado, +2 more states.

📋 Description

• Evaluate retirement plan documents to examine design features, compliance obligations, and regulatory conformity.

• Convert business and client needs into tailored, compliant prototype plan documents.

• Create, maintain, and revise plan documents, including 401(k), profit-sharing, and money purchase plans.

• Conduct protected benefits reviews to safeguard participant rights during plan modifications and transitions.

• Detect inconsistencies, gaps, and risks within plan documents and propose effective solutions.

• Ensure all documents are consistent with current IRS, ERISA, and relevant regulatory guidelines.

• Collaborate with legal, compliance, operations, and client-facing departments.

• Assist in the development of plan design documentation and implementation resources.

• Oversee multiple projects while adhering to deadlines in a dynamic, regulated setting.

• Contribute to enhancements in processes, quality benchmarks, and documentation best practices.

⛳️ Requirements

• Bachelor’s degree in business, finance, or a related field, or equivalent practical experience.

• Strong understanding of defined contribution retirement plans and plan document frameworks.

• Familiarity with ERISA, IRS qualification standards, and regulatory compliance requirements.

• Experience in analyzing plan documents, including amendments, restatements, and conversions.

• Capability to interpret complex legal and technical content with meticulous attention to detail.

• Strong analytical, problem-solving, and critical thinking abilities.

• Excellent written communication skills with the capacity to produce clear, organized documentation.

• Ability to manage competing priorities and collaborate efficiently across teams.

• QKA certification or an advanced credential such as QKC or ERPA is preferred.

• Experience with plan mergers, conversions, and protected benefits analysis is preferred.

• Familiarity with plan document systems like Relius or similar platforms is preferred.

• Experience in maintaining plan document libraries or prototype language databases is preferred.

• Exposure to document quality assurance processes and discrepancy resolution is preferred.

• For positions based in the US, conditional offers will require a drug test.

🏝️ Benefits

• Opportunities to create an impact in the fintech industry.

• Personal and professional development opportunities.

• An inclusive and diverse work environment.

• Resources available to contribute to your community.

• Competitive salary and benefits package.