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Plan Document Consultant - Tax Exempt & Corporate Markets
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Full-time
- This position allows 100% remote work from home
- As a Plan Design Consultant, you will play a pivotal role in supporting our Sales and Client Transition Management teams.
- Aid in pre-sales reviews of plan documentation to assist the sales and client services departments to evaluate potential business.
- Conduct legal research related to guidance provided by the DOL and IRS, ERISA regulations, applicable legislative and judicial updates as well as state and federal regulations.
- Proficient knowledge of ERISA and IRS regulations relating to retirement plans.
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