Overview

What You'll Do As a Document Specialist III, you will develop and draft document solutions that meet internal and external client needs, and serve as a resource in identifying, interpreting, and communicating complex legislative, regulatory, and compliance issues that affect retirement documents.

Here are some examples of the kinds of things you'll do:

• Provide analysis and guidance of retirement document interpretation issues and retirement document design questions.
• Produce accurate and timely complex retirement documents in accordance with applicable laws and regulations to meet client and business partner expectations.
• Communicate with plan sponsors, consultants, tax/legal advisors, or regulators, as needed. Develop and maintain relationships with internal and external business partners.
• Provide technical assistance to team members, internal clients, and external clients for complex document production and...