Senior Document Operations Specialist

Transamerica

. Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients .

Posted 9/21/2026full-timeUnited StatesSenior💰 $67,000 - $88,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan document preparation, compliance analysis, and complex plan design, ensuring alignment with regulatory standards and client objectives. Proficient in drafting technical documents and communicating complex concepts effectively to diverse stakeholders.

Highest-signal resume keywords

Retirement Plan Document PreparationPlan Design AnalysisRegulatory ComplianceStrong Written CommunicationPension/Retirement Plan Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan RegulationsPlan Document InterpretationComplex Plan Design ProvisionsOperational Impact EvaluationDrafting Retirement Plan Documents

Soft Skills

Communication SkillsProblem-Solving

Tools & Technologies

ASCFtwilliamRelius

Certifications & Qualifications

ASPPAQKAQKCTGPC

Industry Keywords

Qualified Retirement Plans401(a) Plans401(k) Plans403(b) Plans457(b) PlansNonqualified Deferred Compensation Plans

About the role

Key responsibilities & impact

Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients
Analyze and consult on complex plan design changes while ensuring compliance with applicable regulations and supporting client goals
Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues
Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to protect accrued benefits and align plan documents with administrative capabilities
Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations
Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings
Identify operational, compliance, and business risks associated with plan document provisions and recommend solutions
Assist with legislative and regulatory changes, including plan restatement and amendment projects
Serve as a technical resource for retirement plan document and plan design matters

Requirements

What you’ll need

Bachelor’s degree in a business-related field or equivalent education/experience
Five years of pension/retirement plan experience
In-depth knowledge of retirement plan regulations, plan document interpretation, and plan design for qualified retirement plans
Experience analyzing complex plan design provisions and evaluating the operational impact of plan document changes
Strong written communication skills with the ability to draft, review, and explain technical retirement plan concepts to diverse audiences
Preferred: Knowledge of Transamerica retirement plan products and administrative capabilities
Preferred: Experience drafting retirement plan documents or supporting plan document services in a recordkeeping, TPA, consulting, legal, or compliance environment
Preferred: Experience using retirement plan document systems such as ASC, ftwilliam, Relius, or similar document-generation platforms
Preferred: Experience supporting legislative restatement projects, required amendments, and regulatory compliance initiatives
Preferred: ASPPA or related industry credentials such as QKA, QKC, or TGPC
Preferred: Experience with 401(a), 401(k), 403(b), 457(b), and/or nonqualified deferred compensation plans

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs