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Qualified Plans Documentation Specialist

American Trust, Lexington, KY, United States


A retirement plan governance firm is looking for an Onboarding Document Specialist to draft and maintain tax-qualified retirement plan documents. This position ensures compliance with ERISA and the Internal Revenue Code. Ideal candidates will have over 4 years of experience in qualified plans and a Bachelor's degree. The role offers a hybrid work model with 3 days per week in office at the Memphis or Lexington location. #J-18808-Ljbffr