Senior Retirement Plan Document Analyst

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Senior Plan Document Analyst is responsible for the plan document transition and changes for new or existing Empower clients.  

What you will do

• Review plan provisions to ensure the accurate restatement of retirement plan documents for new and/or existing Empower clients

• Serve as a resource for internal/external customers and partners for legal/regulatory matters for Empower's retirement plan documents

• Negotiate appropriate changes with client and/or client’s legal counsel and ensure proper execution of final documents and/or amendments for plan design changes

• Review plan provisions which may include complex plan design consultation with plan sponsors and financial advisors to ensure accurate restatement and/or changes of retirement plan documents

• Conduct quality assurance reviews on retirement plan documents ensuring that all plan document requests are processed according to the company's and the plan sponsor's standards

• Provide protected benefit reviews and provide options within the operation of the document in conjunction with understanding the regulations for Define Contribution Plans

• Provide comparison reviews for plan mergers and review of protected benefits

• Perform plan document reviews for prospective clients to verify product compatibility

• Respond proactively to ad hoc requests from clients, internal departments, and management

• Assist with reviewing department procedures, communication literature, and best practices to ensure compliance with service standards 

• Support peak season volume by taking on additional plan assignments and reassignments upon request

What you will bring

• Bachelor’s degree or equivalent directly related work experience

• 8+ years of related experience in retirement plan industry including regulatory and ERISA knowledge, PEO experience preferred

• Solid technical knowledge of qualified retirement plans

• Strong problem-solving skills and understanding when to escalate matters  

• Superior attention to detail

• FINRA fingerprinting upon hire

What will set you apart

• Retirement industry designation(s)

• MS Office skills and basic Access skills

• Results orientated with ability to effectively handle multiple tasks/work responsibilities at the same time

• Excellent proactive communication skills with ability to interact with all levels of staff, management, internal and external customers, and partners

#PJWP

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$77,900.00 - $110,000.00

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