Senior Specialist, Plan Design
75k – 85kAustin, TXScottsdale, AZHybrid5+ YOE
Summary
Senior Specialist supporting retirement plan design, document drafting, and compliance for defined contribution plans. Requires 5+ years of qualified plan experience and deep ERISA/regulatory knowledge.
About the role
Responsibilities
- Plan Design Consultation: Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications for both new sponsors setting up their plan and existing sponsors with plan amendments.
- Plan Document Review: Support sales in conversion contract considerations by performing a plan spec review against supported and outsourced design models; capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents.
- Regulatory Interpretation & Compliance Expertise: Independently interpret ERISA and other applicable laws, regulations, and guidance to create, amend, and restate retirement plan documents that are legally compliant and operationally sound.
- Plan Document Drafting & Maintenance: Prepare plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures, ensuring consistency with plan design decisions and platform capabilities.
- Independent Judgment & Analysis: Exercise discretion in evaluating plan design requests, assessing legal and operational risk, and determining appropriate document structures with minimal supervision.
- Cross-Functional Collaboration: Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services teams to ensure plan documents support seamless implementation and ongoing administration.
- Process & Documentation Improvement: Support and contribute to process reviews, research, and documentation related to plan document operations, corrections, and audit support.
- Project Management: Design and manage workflows for novel and recurring large-scale document projects, ensuring timely, accurate, and scalable execution.
- Product & Automation Support: Partner with Product teams to improve document automation, technology-supported drafting processes, and overall plan document management capabilities.
Requirements
- Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
- At least 5 years of experience in qualified/non-qualified plans including sales support, design consultation, document drafting, and non-discrimination testing
- Keen attention to detail, deadlines, and customer service needs along with strong communication skills
- Collaborative approach with internal stakeholders and with clients to clearly communicate the process, timing, and plan design considerations of new, amended and restated plans
- Strong commitment to proactively managing workload
- Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
Nice-to-Haves
- Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius)
- Knowledge of Application Programming Interface (API) functionality
- Experience with SalesForce or similar Customer Relationship Management (CRM) software
- Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience
Skills
ERISADOL regulationsIRS regulationsPlan document draftingNon-discrimination testingMicrosoft OfficeExcelGoogle WorkspaceSalesforceAPI functionality
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