• Job Description

  Req#: 4850
  At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
  
  As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
  
  More information is available at www.alliant.com.
  
  SUMMARY
  
  Responsible for consulting with clients on plan design and preparing the legal plan documents and amendments, as well as providing guidance and mentorship to team members. Provide customer service and overall service of assigned clients in updating key plan data. Responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.
  
  ESSENTIAL DUTIES AND RESPONSIBILITIES
  Drafts Defined Benefit and Defined Contribution plan documents, restatements, and amendments from basic to complex plan designs
  
  Prepares and maintains plan documents for new retirement plans, conversions, and restatements from basic to complex plan designs
  
  Coordinate with legal counsel and clients to finalize document language
  
  Lead and prepare the process of annual notices distribution
  
  Lead and create processes for legislative and recurring large-scale plan document projects to ensure successful, timely completion; i.e. cycle restatements
  
  Ensure all plan documents meet IRS, ERISA, and regulatory requirements
  
  Collaborate with internal teams on plan design, amendments, and necessary participant communications
  
  Collaborate with internal teams on EPCRS correction processes
  
  Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.
  
  Prepares IRS Filings (5500, 5558, 5330, etc.)
  
  Works with vendors/recordkeepers to maintain the plan design integrity and day-to-day service issues
  
  Maintains client and due diligence files
  
  Review and update procedures
  
  Stay current on industry updates, legislative changes, and internal initiatives as they pertain to and impact recordkeepers, employers, participants, and plan documents
  
  Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
  
  QUALIFICATIONS
  EDUCATION / EXPERIENCE
  
  Bachelor's Degree or equivalent combination of education and experience, required
  
  Law School, preferred
  
  Five (5) or more years of related work experience, required
  
  Experience with small to large size client, required
  
  Experience with Mergers & Acquisitions, required
  
  Professional designation issued by ASPPA, NIPA, etc. or progress toward designation, preferred
  
  SKILLS
  Strong understanding of ERISA, IRS, and DOL regulations
  
  Document software experience
  
  Positive attitude and a service-oriented mindset
  
  Strong attention to detail and work ethic
  
  Excellent analytical, organizational, and communication skills
  
  Strong sense of business ethics and integrity
  
  Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  
  Proficiency with Microsoft Office Suite (Excel and Word)
  
  #LI-DR2
  
  #LI-REMOTE
  
  We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
  
  For immediate consideration for this position, please click on the "Apply" button.
  
  Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
  
  Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
  
  For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

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