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Lincoln Financial · 1 day ago

Plan Document Consultant

United States

Full-time

Remote

Mid, Senior Level

$69K/yr - $125K/yr

3+ years exp

Lincoln Financial is a company that helps people confidently plan for their successful future. The Retirement Plan Document Consultant will consult on, prepare, and quality review various retirement plan documents while ensuring compliance and client satisfaction.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Performing detailed reviews, evaluating plan documents for compliance and qualification, and identifying potential risks and/or financial liability to clients and/or Lincoln

Serving as a technical resource for team members, clients, financial professionals, business partners, and other Lincoln associates on plan design, compliance, and problem resolution

Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting all required internal, regulatory, and legislative deadlines

Leading or participating in projects to champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise initiatives

Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards

Qualification

Retirement plan consultationIRS regulationsRetirement plan services certificationDocument generation systemsRetirement plan design credentialsClient relationship managementProblem resolutionChange management

Required

3 - 5+ years of experience in retirement plan document consultation and preparation

Bachelor's degree or equivalent work experience (4 +years of related experience in lieu of Bachelor's)

Demonstrated knowledge of 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

Retirement plan services certification through industry organization (ASPPA, NTSA, CEBS)