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401(k) Plan Document Administrator

401(k) Plan Document Administrator

Carr, Riggs & Ingram, LLC

Remote

$60K - $75K/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Key responsibilities

  • Draft and amend plan documents, including adoption agreements, plan amendments, loan policies, SPDs, and SMMs, for new and existing qualified retirement plans.

  • Complete assigned projects and document requests within specified service timeframes for Start-Up and Takeover Plans as well as restatements.

  • Support the document team and consultants during pre- and post-sale activities with plan-related documentation.

Carr, Riggs & Ingram rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

12th of 17 rated bookkeepers and accountants

Job description

401K PLAN DOCUMENT ADMINISTRATOR
At Carr, Riggs amp; Ingram, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.

The 401(k) Plan Document Administrator plays a critical role in ensuring the accuracy, compliance, and timely completion of legal retirement plan documents and restatements. This position will be involved with all aspects of plan document services including preparing new documents for start-up plans, restatement of takeover plans, corrective amendments and providing internal support to our lead Document Specialist. The position primarily involves internal communication with team members but there will be external communication with clients as part of the electronic signing procedures. Success in this role requires excellent communication, and attention to detail as well as knowledge and understanding of retirement plan administration, particularly under IRS, ERISA, and DOL guidelines.
Essential Functions:
Primary Responsibilities
  • Draft and amend plan documents, including adoption agreements, plan amendments, loan policies, SPDs, and SMMs, for new and existing qualified retirement plans (401(k), 401(a), 403(b), 457(b), PEPs and MEPs).
  • Complete assigned projects and document requests within specified service timeframes for Start-Up and Takeover Plans as well as restatements.
  • Support the document team and consultants during pre- and post-sale activities with plan-related documentation.
  • Track and update project status within workflow systems (e.g., FIS/Relius and internal software)
  • Archive client correspondence and documentation in alignment with firm practices.
  • Participate in team meetings, training sessions, compliance projects, and firm-wide initiatives.
  • Maintain up-to-date technical knowledge through webinars, certifications, and other professional development.
Client amp; Team Interaction
  • Serve as an contact for internal clients; respond to inquiries via Teams, email, or phone.
  • Collaborate with Account Managers, New Business Team, and leadership to ensure document projects are completed in a timely manner.
  • Escalate client concerns to Team Lead, Director, or Partner as needed for resolution.
Technical Experience
  • Basic knowledge of IRS/DOL rules and regulations applicable to retirement plans.
  • Experience working with pre-approved plan documents using web-based vendor platforms.
  • Ability to understand and apply legislative and regulatory language to client documents
  • Experience with Self Correction Program (SCP) and Voluntary Correction Program (VCP) under EPCRS a plus.
Required Skills and Abilities
  • Excellent verbal, written, and interpersonal communication.
  • Strong customer service orientation with the ability to manage multiple priorities.
  • Proven ability to meet deadlines in a fast-paced environment.
  • Meticulous attention to detail with strong organizational and time-management skills.
  • Analytical and problem-solving abilities.
  • Proficiency in Microsoft Office and online/web-based applications.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.

We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com.

CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.

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