Senior Specialist, Plan Design
Core
Interpret ERISA and retirement plan laws to consult, amend, and maintain compliant retirement plan documents for sponsors.
Role type
Senior Specialist, Plan Design (Consultant)
Builds
Compliant retirement plan documents and designs for employers and financial institutions
Domain
Retirement Financial Services / Employee Benefits
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
ERISA interpretation, plan design consultation, regulatory compliance, document drafting, non-discrimination testing, risk assessment
Preferred skills
Plan document drafting systems (FT William, Datair, ASC, Sungard Relius), API functionality, Salesforce/CRM
Technologies
Excel, Microsoft Office, Google Workspace, cloud-based client portals
Responsibilities
Collaborate with Plan Sponsors to create optimal defined contribution plan designs; Review plan specs against supported design models; Independently interpret ERISA and other laws to create compliant documents; Draft and maintain plan documents including amendments and restatements; Evaluate plan design requests and assess legal/operational risk; Partner with Product teams to improve document automation workflows
Seniority
Senior, hands-on IC