Join Empower as a Senior Retirement Plan Document Analyst and play a key role in transforming financial lives. You'll ensure the accuracy of retirement plan documents for clients, provide expert advice on legal matters, and support compliance with industry standards in a flexible, inclusive environment that values internal mobility.
Key Responsibilities
Review plan provisions for retirement plan documents
Serve as a resource for legal/regulatory matters
Negotiate changes with clients and legal counsel
Conduct quality assurance reviews on retirement plan documents
Provide protected benefit reviews
Perform plan document reviews for prospective clients
Assist with reviewing department procedures and best practices
Support peak season volume by taking on additional assignments
Required Qualifications
Bachelor’s degree or equivalent directly related work experience
8+ years of related experience in retirement plan industry
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 with ability to effectively handle multiple tasks
Excellent proactive communication skills
Benefits & Perks
Medical, dental, vision and life insurance401(k) plan with company matching contributionsTuition reimbursement up to $5,250/yearGenerous paid time off including holidaysPaid volunteer timeLeave of absence programs