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Senior Retirement Plan Documents Specialist

Empower Retirement

in Telecommute / AZ / CO / IA / KS / MA / WI

Empower Retirement

The Senior Plan Documents Specialist 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.

What you will do

  • Prepare plan documents, amendments, and summary plan descriptions for new and existing retirement plan clients
  • Prepare plan amendments based on clients' directive
  • Input amended document specifications into the internet-based document software program
  • Coordinate plan updates in the Empower Administrative System (EASY)
  • Prepare new plan documents by reviewing clients' current plan documents, completing transfer checklists, clarifying amendments and input document specifications
  • Provide consultative support to internal and external customers and partner on complex plan document issues and legal/regulatory matters
  • Provide comparison reviews for plan mergers and review of protected benefits
  • Review plan documents, checklists, and plan amendments for quality assurance
  • Perform plan document reviews for prospective clients to verify product compatibility
  • Act as subject matter expert for document-related enhancement projects

What you will bring

  • Bachelor’s degree or equivalent directly related work experience
  • Results oriented with ability to effectively multi-task
  • Excellent proactive communication skills with ability to interact with all levels of staff, management, internal and external customers, and partners
  • Solid technical knowledge of qualified retirement plans

What will set you apart

  • 2 - 4 years of related experience in the retirement plan industry
  • Ability to communicate technical concepts and work in a team environment
  • Superior attention to detail
  • MS Office skills and basic Access skills

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

  • Prepare plan documents, amendments, and summary plan descriptions for new and existing retirement plan clients
  • Prepare plan amendments based on clients' directive
  • Input amended document specifications into the internet-based document software program
  • Coordinate plan updates in the Empower Administrative System (EASY)
  • Prepare new plan documents by reviewing clients' current plan documents, completing transfer checklists, clarifying amendments and input document specifications
  • Provide consultative support to internal and external customers and partner on complex plan document issues and legal/regulatory matters
  • Provide comparison reviews for plan mergers and review of protected benefits
  • Review plan documents, checklists, and plan amendments for quality assurance
  • Perform plan document reviews for prospective clients to verify product compatibility
  • Act as subject matter expert for document-related enhancement projects
  • Bachelor’s degree or equivalent directly related work experience
  • Results oriented with ability to effectively multi-task
  • Excellent proactive communication skills with ability to interact with all levels of staff, management, internal and external customers, and partners
  • Solid technical knowledge of qualified retirement plans
  • 2 - 4 years of related experience in the retirement plan industry
  • Ability to communicate technical concepts and work in a team environment
  • Superior attention to detail
  • MS Office skills and basic Access skills
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 5), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

How to Apply

Apply Now


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