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Plan Document Specialist

Voya Financial

in Remote

Logo for Voya Financial

Profile Summary

The Plan Document Specialist is responsible for the installation and ongoing plan document support of sponsors that meet the criteria for plan document services through a license with a third party vendor.  

Profile Description

  • Have a detailed understanding and ability to interpret sophisticated plan documents and code provisions, including a familiarity with prototype and volume submitter documents for tax-exempt and corporate sponsors.  
  • Prepare and maintain all Plan Documents for new retirement Plans and conversion retirement Plans, including Plan Amendments, Restatements, Summary Plan Descriptions.  
  • Successfully manage and execute plan document restatements from start to finish  
  • Identify plan design considerations for employer’s direction to fit on our pre-approved documents.  
  • Coordinate with business stakeholders, as warranted.    

Knowledge & Experience

  • B.S or B.A. Degree preferred.
  • 5+ years’ experience with retirement plans and related rules/regulations 
  • Strong verbal, written and interpersonal skills
  • Ability to manage customer expectations
  • Knowledge of Windows Suite including Excel, Word and Access is essential
  • Experience with FIS ASP, Exchange, and DMS tools preferred

***This position can sit remote***

How to Apply

Apply Now


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