Join Empower as a Senior Retirement Plan Document Analyst where you'll play a crucial role in managing retirement plan documents for clients. This position offers a flexible work environment and opportunities for career growth while helping customers achieve financial freedom.
Key Responsibilities
Review plan provisions for accurate restatement of retirement plan documents
Serve as a resource for legal/regulatory matters for retirement plan documents
Negotiate changes with clients and ensure proper execution of documents
Conduct quality assurance reviews on retirement plan documents
Provide protected benefit reviews and options for Defined Contribution Plans
Assist with reviewing department procedures and best practices
Required Qualifications
Bachelor’s degree or equivalent work experience
8+ years of related experience in retirement plan industry
Regulatory and ERISA knowledge
Solid technical knowledge of qualified retirement plans
Strong problem-solving skills
Superior attention to detail
FINRA fingerprinting upon hire
Preferred Qualifications
Retirement industry designation(s)
MS Office skills and basic Access skills
Results oriented and ability to handle multiple tasks
Excellent proactive communication skills
Benefits & Perks
Medical, dental, vision and life insurance401(k) plan with generous company matching contributionsTuition reimbursement up to $5,250/yearBusiness-casual environmentGenerous paid time off including holidaysPaid volunteer timeLeave of absence programs