Document Specialist

Overview

BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Responsibilities

The responsibilities of this position are preparing and following up on new plan documents and amendments' submitting documents to the IRS; communicating electronically; preparation of required regulatory amendments' amendment andrestatement of plan documents when required by law; preparation and consulting with regard to submissions under Employee Plan Compliance Resoultion Program; and backing up other staff when necessary

• Prepare and consult on Plan document designs using software and data processing
• Follow up on Plan documents and amendments via mail, email, or telephone
• Submit documents to the IRS
• Provide back up to toher staff when necessary
• Assist in requesting TIN's for Plans
• Consult with plan sponsors regarding in the event the plan needs to be submitted to the IRS/DOL under one Employee plan Compliance Resolution Program (EPCRS)
• Prepare EPCRS submission and interface with IRS/DOL as needed
• Maintain proficient knowledge of, and demostrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific training requirements in a timely fashion

Qualifications

• College Degree and/or professional designation form ASPPA, CEBS, or paralegal certificate
• Well-Developed written and oral communication skills
• Analyze problems and issues and present possible solutions to supervisor
• Ability to be highly organized and show an attention to detail 
• Ability to priortize work assignments and multitask
• Display an intermediate level compentency with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills
• Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to his position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
• Pension Consulting experience is necessary

Other Job Information

Compensation: Commensurate with experience plus potential for annual increase. In addition to your competitive salary, you will be rewarded benefits including: 10 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

To apply to this position or to see a full listing of current openings please go to:  https://cbna.com/careers/work-happy

Physical Requirements: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.