Join Empower as a Senior Retirement Plan Document Analyst and help clients achieve financial freedom. In this role, you'll manage plan document transitions and provide expert guidance on retirement plan compliance, ensuring our clients receive top-notch service in a flexible and inclusive environment.
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 ensure proper execution of documents
Conduct quality assurance reviews on retirement plan documents
Provide protected benefit reviews and options understanding regulations
Perform document reviews for prospective clients
Respond proactively to ad hoc requests from clients and management
Assist with reviewing department procedures and best practices
Support peak season volume with additional assignments
Required Qualifications
Bachelor’s degree or equivalent directly related work experience
8+ years of related experience in retirement plan industry
Knowledge of regulatory and ERISA
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 company matching contributionsTuition reimbursement up to $5,250/yearGenerous paid time off including holidaysPaid volunteer time - 16 hours per yearLeave of absence programs including paid parental leaveBusiness Resource Groups for inclusion and collaboration