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401k Documents Consultant


in Remote / Dallas TX / Charlotte NC / Mobile AL / Lake Mary FL / Saint Petersburg FL / Chicago IL / AZ / CA / IA / MN

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 Summary:  Works directly with clients, 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.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  1. Works 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)
  2. Works directly with clients and financial advisors on plan design for plans on-boarding through the Newport Conversions Team
  3. Schedules and facilitates plan design calls for plans on-boarding through the Newport Conversions Team
  4. Completes the final review of adoption agreement and other plan documents (notices, Summary Plan Description, loan policy, etc.) before final document package is released
  5. Works with the ERISA Consulting Team on complex issues that arise during the on-boarding process
  6. Answers document related questions from Newport associates
  7. Reviews technical amendments as needed
  8. Manages special projects with little oversight
  9. Interacts with sales team and other associates as needed to complete projects by established  deadline
  10. Ability to multitask, prioritize projects, shift priorities, work under pressure with competing deadlines during times of heavy volume, and take direction

Supervisory Responsibilities (none)

 Required Education, Experience and Certificates, Licenses, Registrations

  • 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

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

  • Preferred Designations from ASPPA or NIPPA


  • Avid learner
  • Builds collaborative relationships
  • Committed
  • Client Oriented
  • Detail Oriented
  • Excellent verbal and written communication skills
  • Fostering teamwork
  • Independent
  • Planning and organizing
  • Problem solver

TRAVEL:  Less than 5%.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


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.

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