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Plan Document Transition Analyst

Empower Retirement

in Greenwood Village CO / KS / WI

Empower Retirement

Job Description

The Plan Document Transition Analyst is responsible for the plan document transition for new Empower retirement clients.   Reviews plan provisions with Plan Sponsors and Financial Advisors. Prepares retirement plan documents including for more complex / larger plans. Conducts Quality Assurance reviews on retirement plan documents prepared by other team members ensuring that all plan document requests are processed according to the company's and the plan sponsors standards. Serves as a resource for internal and external customers and partners for legal / regulatory matters for Empower's retirement plan documents.

RESPONSIBILITIES

  • Reviews plan provisions to ensure the accurate restatement of retirement plan documents for new Empower clients
  • Acts as the liaison with Plan Sponsors and Financial Advisors in the transition process of the plan documents
  • Prepares new plan documents by reviewing client's current plan documents, completing transfer checklists, clarifying amendments and inputting document specifications into the internet-based software program.
  • Prepares plan documents, amendments, and summary plan descriptions for new and existing retirement plan clients.
  • Prepares plan amendments based on client's directive.
  • Inputs amended document specifications into the internet-based document software program.
  • Coordinates plan updates to recordkeeping system.
  • Provides consultative support to internal and external customers and partners on complex plan document issues and legal / regulatory matters.
  • Provides comparison reviews for plan mergers and review of Protected Benefits.
  • Reviews plan documents, checklists, and plan amendments for Quality Assurance.
  • Mentors staff on quality concerns.
  • Performs plan document reviews for prospective clients to verify product compatibility.
  • Provides exceptional customer service to internal and external customers via phone and electronic media.
  • Manages assigned work queue in a timely and quality manner; ensuring deadlines are met.
  • Responds proactively to ad hoc requests from clients, internal departments, and management.
  • Assists department in plan document-related projects.
  • Acts as subject matter expert for document-related enhancement projects.

EDUCATION

  • Bachelor’s Degree or equivalent directly related work experience Retirement industry designation(s) a plus.

REGISTRATIONS

  • FINRA Fingerprinting Required

QUALIFICATIONS

  • 3-5 years of related experience in retirement plan industry
  • Solid technical knowledge of qualified retirement plans
  • MS Office skills and basic Access skills
  • Superior attention to detail
  • Results orientated with ability to effectively handle multiple tasks/work responsibilities at the same time.
  • Excellent proactive communication skills with ability to interact with all levels of staff, management, internal and external customers, and partners
  • Ability to communicate technical concepts and work in a team environment.
  • Strong decision making and problem resolution skills and understanding of when to escalate a matter.

How to Apply

Apply online using this link.


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