Join Empower as a Senior Retirement Plan Document Analyst, where you'll facilitate retirement document transitions and serve as a key resource for clients. Enjoy a flexible work environment while helping customers achieve financial freedom through expert consultation and support.
Key Responsibilities
Review plan provisions for retirement plan documents
Serve as resource for legal/regulatory matters
Negotiate changes with clients and legal counsel
Conduct quality assurance reviews on documents
Provide protected benefit reviews and options
Perform plan document reviews for prospective clients
Respond to ad hoc requests from clients and management
Assist with 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
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
Basic Access skills
Results-oriented with ability to handle multiple tasks
Excellent proactive communication skills
Benefits & Perks
Medical, dental, vision and life insurance401(k) with company matching contributionsTuition reimbursement up to $5,250/yearBusiness-casual environmentGenerous paid time off and holidaysPaid volunteer timeLeave of absence programs