Document Operations Plan Specialist
TransamericaBaltimore, Maryland, United States • Denver, Colorado, United States • Cedar Rapids, Iowa, United States • Philadelphia, Pennsylvania, United States
Posted December 30, 2025
46000 - 54000 USD year
Full Time
About the Company
Transamerica is organized into three distinct businesses: World Financial Group, Protection Solutions and Savings & Investments, and Financial Assets. We employ nearly 7,000 people and are part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
Job Description
Prepares retirement plan documents, amendments and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans. Prepares plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.
Requirements
- Bachelor’s degree in a business-related field or equivalent education/experience
- Two years of pension/retirement plan experience or relevant financial services experience
- Knowledge of plan regulations and plan documents
- Strong written/verbal communication skills
- Organizational skills and attention to detail
- Ability to build rapport with internal and external stakeholder.
- Proficiency using MS Office tools
Benefits
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs