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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