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401k Documents Consultant


in Dallas TX

Logo for Newport


Who we are:

Newport helps companies offer their associates a more secure financial future through retirement plansinsurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced and responsive.

Job Description:

The Documents Consultant works directly with clients (client facing role), financial advisors and Conversions Consultants for both start-up and takeover plans on-boarding to the Newport platform through the Conversions Team. Facilitates the plan design call with the client, financial advisor and Conversions Consultant.

Position may be based out of one of the Newport offices or be remotely based near one of the Newport office locations.

What You Will Do:

  • Work directly with our internal Document Specialists to review start-up plan draft documents and the mapping of existing takeover plans, which include 401(k), 401(a), 403(b) and 457(b) (both governmental and tax-exempt)
  • Work directly with clients and financial advisors on plan design for plans on-boarding through the Newport Conversions Team
  • Schedule and facilitate plan design calls for plans on-boarding through the Newport Conversions Team
  • Complete the final review of adoption agreement and other plan documents (notices, Summary Plan Description, loan policy, etc.) before final document package is released
  • Work with the ERISA Consulting Team on complex issues that arise during the on-boarding process
  • Answer document related questions from Newport associates
  • Review technical amendments as needed
  • Manage special projects with little oversight
  • Interact with sales team and other associates as needed to complete projects by established  deadline

    Education, Skills and Experience:

    •  4-year college degree required
    • 3-5 years’ experience working with retirement plans or in the retirement sector
    • Effectively utilizes Microsoft Office to include Excel and Word as well as various Documents related databases
    • Less than 5% travel
    • Ability to multitask, prioritize projects, shift priorities, work under pressure with competing deadlines during times of heavy volume, and take direction

    Preferred (but not required) education or skills for this role are

    Designations from ASPPA or NIPA

    Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

    Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

    How to Apply

    Apply Now

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