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Plan Document Specialist

Prudential Financial, Dubuque, IA

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Responsible for independent management of an assigned book of business in either (or both):


o    Compliance Testing & Reporting

o    Plan Document Services (both new business and existing clients)

  • Supports key initiatives and projects (including new products, new systems or enhancements) as needed.
  • Collaborates with other Plan Compliance and Financial Services team members and business partners to provide positive client experience and outcomes.
  • Plan Design & Consulting (provide expertise/recommendations for plan design changes based upon request)
  • Supports Retirement Plan Consultant organization providing documents (Prototype, Specimen and Volume Submitter plan document drafting support.  This includes support for Plan Restatements, Mergers / Acquisitions, Spin-Offs etc.
  • Some client facing responsibilities (including participation on client calls and with business partners as needed)
  • Minimum 1-3 years in financial services or related industry
  • College degree or equivalent work experience
  • Technical expertise in compliance testing & reporting/plan document services considered a plus
  • Ability to manage assignments to ensure intended results are achieved on time and within budget
  • Detail oriented
  • Strong communication and time management skills; ability to handle competing priorities
  • Intermediate proficiency in Microsoft Excel
  • ASPPA designations considered a plus

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Job Details

Req Num PLA00072
ID 410507
Dubuque, IA
Positions 1
Full Time
Pay --

Preferred Candidates

Years of Experience 1-2 Years
Education --

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