Senior Plan Document Consultant

Voya Financial

Sr Plan Document Consultant responsible for installation and ongoing support of plan documents at Voya. Collaborating with teams for seamless transitions and optimal plan designs.

Posted 4/28/2026full-timeHartford • Connecticut, Massachusetts, Minnesota • 🇺🇸 United StatesSenior💰 $90,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for the installation and ongoing plan document support of sponsors that meet the criteria for Voya’s plan document services.
Play a pivotal role in supporting our Sales and Client Transition Management teams.
Responsibilities 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.
Successfully manage the plan document restatements from start to finish.
Collaborate with Plan Sponsors and Advisors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications.
Offer comprehensive plan design consultations with plan sponsors during the onboarding process.
Assist in the development workflows, tools, and procedures to enhance the client experience around Voya’s plan document services.
Perform merger comparisons and protected benefits analysis of both pre-approved and individually designed plan documents.
Aid in pre-sales reviews of plan documentation to assist the sales and client services departments to evaluate potential business.

Requirements

What you’ll need

Proficient knowledge of ERISA and IRS regulations relating to retirement plans
Considerable background 10+ years in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing
5+ years experience in tax- exempt/governmental (401(a) 403(b) and 457(b) Plans)
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, and DMS tools is essential.
Salesforce experience.
Positive, collaborative, and proactive attitude.
OKA Designation or equivalent preferred.
B.S or B.A. Degree preferred.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

ERISA regulationsIRS regulationsdefined contribution plansdocument draftingnon-discrimination testingtax-exempt plansgovernmental plansplan design consultationsplan document restatementsmerger comparisons

Soft Skills

collaborative attitudeproactive attitudeability to prioritizemulti-taskingclient experience enhancement

Certifications

OKA Designation