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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in reviewing and evaluating 3(16) plans for compliance with governance standards, while maintaining organized records and supporting continuous improvement initiatives. Proficient in clear written communication and collaboration with internal stakeholders to address procedural gaps and ensure operational alignment.
Highest-signal resume keywords
3(16) Plan ReviewGovernance Standards ComplianceProcedural DocumentationMicrosoft 365 ProficiencyRetirement Operations Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Procedural ReviewWorkflow EvaluationDocumentation AnalysisData TrackingOperational Assessment
Soft Skills
Attention to DetailClear Written CommunicationIndependent WorkCollaboration
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft Teams
Certifications & Qualifications
QKACRPS
Industry Keywords
ERISARetirement Plan AdministrationGovernanceFiduciary OperationsProcess Improvement
About the role
Key responsibilities & impact- Review assigned 3(16) plans for adherence to documented procedures and governance standards
- Evaluate whether day-to-day plan administration aligns with established 3(16) processes
- Identify gaps between documented procedures and actual execution
- Document review outcomes using established frameworks and templates
- Recommend practical next steps to address procedural gaps or inconsistencies
- Maintain organized records supporting procedural reviews and governance oversight
- Review and recommend updates to procedures to reflect operational practices
- Keep governance documentation current, accurate, and clearly written
- Support continuous improvement of procedural clarity and consistency across plans
- Track procedural gaps, follow-up items, and remediation actions
- Partner with internal stakeholders to confirm corrective steps are completed
- Escalate material risks or unresolved issues to management
- Prepare summary reports and trackers related to procedural reviews and alignment status
- Assist with identifying trends related to recurring procedural gaps
- Serve as a resource for questions about 3(16) procedures and governance expectations
- Collaborate with operations, compliance, and leadership teams
Requirements
What you’ll need- 1 to 3 years of experience in retirement operations, compliance, governance, or a related field
- Bachelor’s degree in business or a related discipline, or equivalent professional experience
- Strong attention to detail and ability to follow structured review standards
- Experience reviewing procedures, workflows, or documentation
- Clear written communication skills
- Proficiency in Microsoft 365 (Excel, Word, Outlook, Teams)
- Ability to work independently while collaborating effectively with others
- Exposure to ERISA or retirement plan administration preferred
- Experience supporting procedural reviews or operational assessments preferred
- Interest in governance, fiduciary operations, or process improvement preferred
- Industry certifications such as QKA or CRPS are a plus but not required
- Ability to maintain confidentiality and protect, secure, and properly handle confidential data
- Remote-work capability meeting workspace, family-care, and internet-speed expectations
Benefits
Comp & perks- Uninterrupted virtual workspace requirement for remote positions
- Family care expected to be in place during business hours
- Internet work speed requirement of 25 Mbps or better for individual use
- Stronger internet connection required when multiple people share the connection
- Equal Opportunity Employer