{"id":3477285,"url":"https://alion.io/job/transamerica-senior-document-ops-plan-specialist","title":"Senior Document Ops Plan Specialist","company":{"id":5865,"name":"Transamerica","domain":"transamerica.com","url":"https://alion.io/company/transamerica","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":11,"ghost_share":0,"stale_share":0.455,"repost_share":0,"time_to_fill_p50_days":37,"computed_at":"2026-11-11T05:49:22Z"}},"role":"HR","role_family":"HR","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cedar Rapids, United States","Denver, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":60000,"max_usd":120000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2746},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"closed","first_seen_at":"2026-10-29T19:11:51Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-07T05:11:14Z","board_verified":false,"closed_at":"2026-11-07T05:11:14Z","days_open":8,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":8},"description":"Job Family\nAdm - Document ManagementAbout Us\nAt Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.\nUltimately, weappreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providingtools and solutions that make it easier to get there.\nWho We Are\nWe believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.\nToday, we’repart of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’simportant to them.\nWe’reempowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.\nWhat We Do\nTransamerica is organized intothree distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprisedof life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long termcare, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.\nTransamerica employs nearly 7,000people. It’spart of Aegon, an integrated, diversified, international financial services groupservingapproximately 23.9 million customersworldwide.*For moreinformation, visit transamerica.com.\nJob Description Summary\nReview and analyze retirement plan documents. Prepares and manages plan and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans.Job Description\nResponsibilitiesPrepare 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.\nConsult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding complex plan design changes, business risks and other issues to accommodate client goals and objectives.\nConsult with outside counsel or senior management regarding requested contract and service agreement changes.\nResearch specific client plan design/compliance situations as assigned; assist with complex, high level escalations.\nReview, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts. \nDevelop plan filing packages for IRS determination letters.\nAssist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.\nMay mentor and provide assistance to lower level staff.\nQualifications\nBachelor’s degree in a business-related field or equivalent education/experience.\nFive years of pension/retirement plan experience.\nIn-depth knowledge of retirement plan regulations and plan documents.\nStrong customer focus, communication and interpersonal skills to build relationships and convey plan design details.\nAnalytical skills and attention to detail.\nDecision-making and problem-solving skills to resolve complex plan issues.\nOrganizational skills.\nProficiency using MS Office tools.\nPreferred Qualifications\nKnowledge of Transamerica products and administrative capabilities.\nWorking Conditions\nOffice Environment\nThis job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.\nWhat We Offer\nFor eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.\nCompensation Benefits\nCompetitive Pay\n\nBonus for Eligible Employees\n\nBenefits Package\nPension Plan\n\n401k Match\n\nEmployee Stock Purchase Plan\n\nTuition Reimbursement\n\nDisability Insurance\n\nMedical Insurance\n\nDental Insurance\n\nVision Insurance\n\nEmployee Discounts\n\nCareer Training & Development Opportunities\n\nHealth and Work/Life Balance Benefits\nPaid Time Off starting at 160 hours annually for employees in their first year of service.\n\nTen (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).\n\nBe Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars\n\nParental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.\n\nAdoption Assistance\n\nEmployee Assistance Program\n\nBack-Up Care Program\n\nPTO for Volunteer Hours\n\nEmployee Matching Gifts Program\n\nEmployee Resource Groups\n\nInclusion and Diversity Programs\n\nEmployee Recognition Program\n\nReferral Bonus Programs\n\nInclusion & Diversity\nWe believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.\nTo foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.\nGiving Back\nWe believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.\nTransamerica’s Parent Company\nAegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.\n* As of December 31, 2023","description_format":"text","description_chars":7988,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Health insurance","Life insurance","Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-10-29T19:11:51Z"},{"event":"close","at":"2026-11-07T05:11:14Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/transamerica-senior-document-ops-plan-specialist","json_url":"https://alion.io/job/transamerica-senior-document-ops-plan-specialist.json","meta":{"generated_at":"2026-11-12T07:01:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13963,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5865},"rest":"https://alion.io/mcp/rest/get_company?id=5865"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftransamerica-senior-document-ops-plan-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftransamerica-senior-document-ops-plan-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftransamerica-senior-document-ops-plan-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/transamerica-senior-document-ops-plan-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftransamerica-senior-document-ops-plan-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3477285}},{"tool":"search_jobs","arguments":{"company":"transamerica.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3477285},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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