Voya Financial

Document Consultant

Voya Financial

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Connecticut • Massachusetts • United States

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Salary

💰 $85,000 - $95,000 per year

About the role

  • The Plan Document Consultant is responsible for the installation and ongoing plan document support of sponsors that meet the criteria for Voya’s plan document services.
  • Responsibilities will include plan design consultations, plan design reviews, drafting plan documents aligned with OMNI platform capabilities, and ensuring a seamless transition from Plan Design to Implementation for onboarding clients.
  • Prepare and maintain all Plan Documents for startup, spinoff, and conversion retirement Plans, including Plan Amendments, Restatements, Summary Plan Descriptions, and all supporting documents.
  • Collaborate with Plan Sponsors and Advisors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications.
  • Aid in pre-sales reviews of plan documentation to assist the sales and client services departments to evaluate potential business.
  • Conduct legal research related to guidance provided by the DOL and IRS, ERISA regulations, applicable legislative and judicial updates as well as state and federal regulations.

Requirements

  • Proficient knowledge of ERISA and IRS regulations relating to retirement plans.
  • Considerable background 5+ years in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing.
  • Ability to operate and prioritize deliverables in a multi-tasking environment.
  • Knowledge of Microsoft applications including Excel, Word Teams, and PowerPoint
  • Experience with FIS ASP, Exchange, DMS, FTW, ASC or other plan document drafting tools is essential.
  • Salesforce and DocuSign experience.
  • Positive, collaborative, and proactive attitude.
Benefits
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time — 40 hours per calendar year
Applicant Tracking System Keywords

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

Hard Skills & Tools
defined contribution plansplan document draftingnon-discrimination testingplan design consultationlegal researchERISA regulationsIRS regulations
Soft Skills
collaborative attitudeproactive attitudeability to prioritizemulti-tasking