Networks Connect · 3 weeks ago
Plan Design Senior Specialist (Remote)
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expNetworks Connect is looking for dedicated consultants to support their Sales and Plan Design teams. The Senior Plan Design Specialist will play a pivotal role in providing plan design consultations, managing transitions for incoming plans, and ensuring the creation of aligned plan documents.
Staffing & Recruiting
Hiring Manager
Shawn Minor
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
Illustration support - Provide swift and detailed plan analysis, including profit sharing and safe harbor design comparisons, offering commentary to support recommendations
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
Subject matter expertise - Support team members with process reviews, research, and documentation related to plan design, plan proposals and onboarding
Ensure a smooth transfer of incoming plans from Sales to Implementations
Plan document creation - Perform plan restatement evaluations, including prior plan document to restated plan document mid-year change assessments, protected benefit analysis, and alignment with company platform requirements
On-call support - Provide live support for team members, clients, and advisors to discuss plan design suggestions or required changes
Product support - Contribute to discussions with product and engineering teams to continually iterate on our technology supported design & onboarding processes
Qualification
Required
Strong commitment to delivering superior service
Considerable background in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing
Thorough understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
Keen attention to detail, deadlines, and customer service needs
Collaborative approach with internal stakeholders and with clients to clearly communicate the process, timing, and plan design considerations of new and restated plans
Strong commitment to proactively managing workload
Positive, collaborative, and proactive attitude
Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
Preferred
Knowledge of one or more non-discrimination testing systems (Ft William, Datair, ASC, Sungard Relius)
Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius)
Qualified 401(k) Administrator (QKA) or higher credential from ASPPA
Company
Networks Connect
Networks Connect Healthcare Staffing & Networks Connect Professional Staffing Who We Are Networks Connect is a staffing solutions company serving the per diem, short-term contract, long-term contract, temporary-to-hire, and direct-hire staffing service needs of our clients.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Chris Madden
President & Founder
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