Empower

Retirement Plan Document Consultant

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $79,400 - $112,175 per year

About the role

  • Consult on complex plan designs, negotiate changes, and coordinate execution of final plan documents and amendments, ensuring compliance with client needs and regulatory standards
  • Review retirement plan provisions to ensure accurate document restatements and amendments, with a focus on both new and existing Empower clients
  • Serve as a key resource for internal and external partners, including plan sponsors, financial advisors, and legal counsel, offering guidance on Empower’s retirement plan documents and design options
  • Support IRS-mandated cyclical restatements by conducting strategic plan document reviews, ensuring alignment with updated codes and regulations
  • Perform quality assurance checks to validate accuracy, compliance, and operational alignment of retirement plan documents, while also reviewing and advising on protected benefits
  • Provide guidance on document operations, including how protected benefits apply within defined contribution plans, and deliver actionable options based on regulatory knowledge
  • Collaborate with Plan Document Specialists by reviewing existing plan documents, completing transfer checklists, and clarifying amendments to streamline the preparation of new plans

Requirements

  • Bachelor's degree in Business, Finance, or equivalent experience
  • 3 – 5 years of experience with retirement plan administration, compliance, or document services
  • Solid understanding of ERISA, IRS regulations, and protected benefits rules related to retirement plans
  • Proven ability to review and interpret legal documents, including plan documents, amendments, and fee schedules
  • Strong communication and negotiation skills
  • Excellent attention to detail and organization skills
  • Ability to work independently, manage competing priorities, and make judgment calls with limited oversight
Benefits
  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), 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 ten 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plan administrationcompliancedocument servicesplan document reviewsquality assurancelegal document interpretationamendmentsfee schedulesstrategic plan document reviewsprotected benefits rules
Soft Skills
communication skillsnegotiation skillsattention to detailorganizational skillsindependent workjudgmentprioritization
Certifications
Bachelor's degree in BusinessBachelor's degree in Finance