Sr. Consultant, Plan Document

Lincoln Financial • Fort Wayne, IN

3d • Remote

About The Position

We are excited to be hiring a Sr. Plan Document Consultant on our Retirement Plan Services Plan Document Team. As our business continues to grow and evolve, we are enhancing our plan document services to meet increasing demand and ensure continued excellence in retirement plan document compliance and service delivery. In this role, you will join an experienced and dynamic team consulting on, preparing, generating, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans. Focusing on complex implementation (new business) assignments, you will coordinate with 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 client needs, aligns with Lincoln’s service offerings, and adheres to legislative and regulatory compliance standards.What you'll be doing• Serving as a senior technical subject matter expert, providing guidance on complex plan design, compliance, and regulatory interpretation• Performing advanced, detailed reviews of plan documents to ensure qualification and regulatory compliance, and identifying potential risks and/or financial liability to clients and/or Lincoln• Consulting on, preparing, generating, and quality reviewing plan documents (new and takeover plans), and completing end-to-end plan-level processes from review and discussion through delivery• Coordinating with internal partners, financial professionals, and plan sponsors to achieve timely, accurate document outcomes and a high-quality client experience• Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting required internal, regulatory, and legislative deadlines• Leading or participating in projects that enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise efforts• Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards• Staying current on industry trends, regulatory changes, and best practices to ensure compliance and continuous improvement• Handling complex inquiries and providing clear, effective communication to internal and external stakeholders

Requirements

• Bachelor’s degree or equivalent experience (4 years in lieu of degree)
• 5+ years of experience working with qualified retirement plan documents, plan design consulting, or a related compliance role
• Expertise in the 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
• Strong analytical, problem-solving, and written communication skills
• Proven ability to manage complex assignments, competing priorities, and deadlines in a fast-paced environment
• Experience with document generation systems (e.g., ASC, ftwilliam.com, Relius)
• Proficiency in Microsoft Office Suite
• ASPPA or related industry designations such as QKA, QKC, and TGPC required

Nice To Haves

• Experience with MEP and/or PEP plan design
• Experience supporting regulatory plan restatements and plan amendment cycles
• Experience serving as a technical resource for complex projects or leading process improvement initiatives
• Familiarity with SS&C Chorus/AWD (Automated Work Distributor)

Responsibilities

• Serving as a senior technical subject matter expert, providing guidance on complex plan design, compliance, and regulatory interpretation
• Performing advanced, detailed reviews of plan documents to ensure qualification and regulatory compliance, and identifying potential risks and/or financial liability to clients and/or Lincoln
• Consulting on, preparing, generating, and quality reviewing plan documents (new and takeover plans), and completing end-to-end plan-level processes from review and discussion through delivery
• Coordinating with internal partners, financial professionals, and plan sponsors to achieve timely, accurate document outcomes and a high-quality client experience
• Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting required internal, regulatory, and legislative deadlines
• Leading or participating in projects that enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise efforts
• Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
• Staying current on industry trends, regulatory changes, and best practices to ensure compliance and continuous improvement
• Handling complex inquiries and providing clear, effective communication to internal and external stakeholders

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees