Join Empower as a Senior Retirement Plan Document Analyst and play a key role in transforming financial lives by ensuring accurate retirement plan documentation. Enjoy a flexible work environment that promotes well-being and work-life balance while helping clients achieve financial freedom.
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 documents
Provide comparison reviews for plan mergers
Respond to ad hoc requests from clients and management
Support peak season volume with 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 with 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 and holidaysPaid volunteer time (16 hours/year)Leave of absence programs