Join Empower as a Senior Retirement Plan Document Analyst, where you'll oversee the transition of retirement plan documents for clients, ensuring compliance and accuracy while collaborating with internal and external partners. Enjoy a flexible work environment that values purpose and well-being.
Key Responsibilities
Review plan provisions for accurate restatement of retirement plan documents
Serve as a resource for legal/regulatory matters regarding retirement plan documents
Negotiate changes with clients and legal counsel
Conduct quality assurance reviews on retirement plan documents
Provide protected benefit reviews and options for Defined Contribution Plans
Perform plan document reviews for prospective clients
Support peak season volume by taking on additional assignments
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
Excellent proactive communication skills
Benefits & Perks
Medical, dental, vision and life insurance401(k) plan with company matching contributionsTuition reimbursement up to $5,250/yearBusiness-casual environmentPaid time off including holidaysPaid volunteer timeLeave of absence programs