Document Specialist
Posted on Sep 26, 2024 by Community Financial System, Inc.
Utica, NY
Finance
Immediate Start
Annual Salary
Full-Time
Overview:
Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 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 and restatement of plan documents when required by law; preparation and consulting with regard to submissions under Employee Plan Compliance Resolution 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 to other 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 demonstrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all 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 prioritize work assignments and multitask
Display an intermediate level competency with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills
Pension Consulting experience is necessary
All applicants must be 18 years of age or older
Min:
USD $19.00/Hr.
Max:
USD $25.60/Hr.
Other Job Information:
Hours: Fill In hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
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.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 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 and restatement of plan documents when required by law; preparation and consulting with regard to submissions under Employee Plan Compliance Resolution 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 to other 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 demonstrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all 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 prioritize work assignments and multitask
Display an intermediate level competency with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills
Pension Consulting experience is necessary
All applicants must be 18 years of age or older
Min:
USD $19.00/Hr.
Max:
USD $25.60/Hr.
Other Job Information:
Hours: Fill In hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
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.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Reference: 202541148
https://jobs.careeraddict.com/post/95604495
Document Specialist
Posted on Sep 26, 2024 by Community Financial System, Inc.
Utica, NY
Finance
Immediate Start
Annual Salary
Full-Time
Overview:
Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 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 and restatement of plan documents when required by law; preparation and consulting with regard to submissions under Employee Plan Compliance Resolution 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 to other 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 demonstrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all 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 prioritize work assignments and multitask
Display an intermediate level competency with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills
Pension Consulting experience is necessary
All applicants must be 18 years of age or older
Min:
USD $19.00/Hr.
Max:
USD $25.60/Hr.
Other Job Information:
Hours: Fill In hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
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.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 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 and restatement of plan documents when required by law; preparation and consulting with regard to submissions under Employee Plan Compliance Resolution 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 to other 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 demonstrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all 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 prioritize work assignments and multitask
Display an intermediate level competency with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills
Pension Consulting experience is necessary
All applicants must be 18 years of age or older
Min:
USD $19.00/Hr.
Max:
USD $25.60/Hr.
Other Job Information:
Hours: Fill In hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
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.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Reference: 202541148
Share this job:
Alert me to jobs like this:
Amplify your job search:
Expert career advice
Increase interview chances with our downloads and specialist services.
Visit Blog