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Senior Retirement Plan Document Analyst

Empower

Phoenix, AZ
23 days ago
$77,900.00 - $110,000.00

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

As a Senior Retirement Plan Document Analyst at Empower, you will play a critical role in ensuring the accuracy and compliance of retirement plan documents for clients. Join a supportive and flexible work environment that values your career growth and work-life balance.

Key Responsibilities

  • Review plan provisions for accurate restatement of retirement plan documents
  • Serve as a resource for legal/regulatory matters for retirement plan documents
  • Negotiate changes with clients and ensure execution of final documents
  • Conduct quality assurance reviews on retirement plan documents
  • Provide protected benefit reviews and options
  • Perform plan document reviews for prospective clients
  • Assist with reviewing department procedures for compliance
  • 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
  • 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/yearBusiness-casual environmentGenerous paid time off and holidaysPaid volunteer timeLeave of absence programs