Manager, Documents & Technical Services at Aboon · LumiJobs
mid
$115k–$125k
H1B: no
Responsibilities
As a Manager, Documents & Technical Services, you’ll own two specialty functions at Aboon: plan documents and correction work to bring plans back into compliance.
Success means owning the technical work and improving the systems around it, including with AI and automation. You keep documents accurate and current. You define and iterate the correction methodology under IRS and DOL programs. You write the procedures Plan Administration, 3(16) Services, and Relationship Management work from. And you help product, design, and engineering build the tooling and client experience behind all of it.
Drive processes to draft, review, and maintain plan documents, including adoption agreements, amendments, and restatements, SPDs, SMMs, and related participant disclosures
Prepare restated documents for takeover plans, identifying protected benefits and flagging design changes that need client attention
Interpret document provisions and advise internal teams on how plan language applies to operational questions
Partner with 3(16) Services to prepare and deliver required disclosures and notices within applicable IRS and DOL timeframes
Restatement and Amendment Cycles
Establish and run the process and schedule for restatement cycles and interim amendment projects
Manage regulatory amendment deadlines, ensuring every plan is timely updated with clear client and financial advisor communications
Coordinate workflows for drafting, delivery, execution and return of client-signed documents, and confirm operational alignment with recordkeeper platforms
Maintain plan document status and details in external plan document tools and internal systems
Define and evolve Aboon’s correction methodology across IRS and DOL programs, including decision criteria, procedures, and templates used by the team, and keep the methodology current as guidance changes
Qualification
The right person isIn-depthDeep working knowledge of ERISAExperience with DFVCP and VFCP filingsHands-on experience with ChatGPT
Required
The right person is:
A specialist by choice — you thrive and are energized by going deep on documents and corrections
Diagnostic — you find the root cause rather than treating the symptom that surfaced
A builder — you’d rather establish the procedure once than answer the same question forty times
Early to new tools — you'd rather find out whether AI can do the first pass than assume it can't
A technical translator — you can translate regulatory requirements for an engineer and make them relatable to a plan sponsor
Collaborative — you build with people rather than around them, whether sharing methodology with a plan administrator or working with engineers to shape a tool
5+ years of qualified retirement plan document and plan corrections experience
In-depth, hands-on experience preparing and reviewing plan documents, amendments, and restatements
Deep working knowledge of ERISA, the Internal Revenue Code, and IRS/DOL correction programs
Demonstrated experience with EPCRS corrections and submissions
Ability to diagnose operational and document failures and determine the appropriate correction method
Preferred
Experience with DFVCP and VFCP filings
Familiarity with ftwilliam and the servicing modules of major recordkeeping platforms
Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
Experience working with product or engineering teams on tooling or platform capabilities
Experience building a service or practice from the ground up
Holding or pursuing ASPPA QKA (or NIPA APA) or pursuing advanced ASPPA designations such as QKC, QPA, or CPC
This role includes an assessment to establish a baseline understanding of each candidate’s current skills. It is not pass/fail; it helps us assess plan knowledge and identify where training may be most useful.
