Plan Document Consultant-5

This is a Non-Employee Contingent Worker Role providing services for TIAAs family of companies and will be employed by TIAAs preferred 3rd Party Supplier. As a Non-Employee CW perform a variety of moderately complex business planning support and project-related an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite likely in a hybrid capacity at the location(s) listed in this posting.

• Conducts ongoing audits of existing retirement plan policies and practices in order to comply with legislative changes on the federal state or local level.
• Oversees responses to client requests for plan document amendments and/or restatements.
• Consults with clients on unique and complex issues relating to the ERISA IRS DOL and SEC laws and regulations with respect to qualified and non-qualified retirement plans reporting and Form 5500 filing requirements.
• Maintains current awareness and understanding of legislative changes IRS rulings and expert opinions related to the processing of retirement plans.
• Ensures that the organizations operational and contractual processes are in alignment with the legal retirement plan document.
• Provides regulatory feedback on client produced legal plan documents to the client and internal business partners.
• Possesses thorough knowledge of defined benefit and defined contribution retirement plans laws and regulatory issues such as non-discrimination testing fiduciary responsibilities audit guidelines ERISA reporting and disclosure requirements SEC IRS NASD SIPC MSRB and DOL requirements.
• Collaborates with internal business partners to remediate identified plan document/operational variances by providing the necessary direction to get the legal plan document and TIAA operations into alignment.

• University (Degree) Preferred

• 3 Years Required; 5 Years Preferred

• Physical Requirements: Sedentary Work

Will address questions from Plan Sponsors Consultants and internal related to the Plan Document Restatement process and documents. This will be administered via an 800# routed to the team.

Anticipated Posting End Date:

Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.

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