Plan Document Consultant
About The Position
As the Retirement Plan Document Consultant, you will be joining an experienced and dynamic team consulting on, preparing, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans, as well as client-requested and IRS-required restatements and amendments. Focusing on more complex implementation (new business) and maintenance (existing business) assignments, you will coordinate with other Lincoln business partners, financial professionals, and plan sponsors to complete the entire plan-level review, discussion, document generation, and delivery process. All work passes through a quality-review process to ensure plan design meets our clients’ needs, while observing Lincoln’s service offerings, and adhering to legislative and regulatory compliance standards. What you'll be doing• Performing detailed reviews, evaluating plan documents for compliance and qualification, and identifying potential risks and/or financial liability to clients and/or Lincoln • Serving as a technical resource for team members, clients, financial professionals, business partners, and other Lincoln associates on plan design, compliance, and problem resolution • Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting all required internal, regulatory, and legislative deadlines • Leading or participating in projects to champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise initiatives • Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standardsWhat we’re looking for
Requirements
- 3 - 5+ years of experience in retirement plan document consultation and preparation
- Bachelor's degree or equivalent work experience (4 +years of related experience in lieu of Bachelor's)
- Demonstrated knowledge of laws and regulations (IRS, DOL, ERISA, etc.) related to qualified and non-qualified retirement plans of varying types and plan design, such as 401(a)/(k), 403(b), and 457(b) plans, including church and governmental plans
- Retirement plan services certification through industry organization (ASPPA, NTSA, CEBS)
Nice To Haves
- Retirement plan design and administration credentials such as QKA, QKC, QPC, and/or TGPC
- Experience with document generation systems such as ASC, FIS Relius, ftwilliam
Responsibilities
- Performing detailed reviews, evaluating plan documents for compliance and qualification, and identifying potential risks and/or financial liability to clients and/or Lincoln
- Serving as a technical resource for team members, clients, financial professionals, business partners, and other Lincoln associates on plan design, compliance, and problem resolution
- Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting all required internal, regulatory, and legislative deadlines
- Leading or participating in projects to champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise initiatives
- Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
Benefits
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
