Join Empower as a Senior Retirement Plan Document Analyst, where you will lead the transition and updates of retirement plan documents for clients. This role combines regulatory expertise with a commitment to quality, ensuring compliance and fostering financial freedom for customers.
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 retirement plan documents
Provide protected benefit reviews
Perform plan document reviews for prospective clients
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 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 the 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 time – 16 hours per yearLeave of absence programs