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Lincoln Financial · 8 hours ago

Sr. Consultant, Plan Document

United States

Full-time

Remote

Mid, Senior Level

$93K/yr - $170K/yr

5+ years exp

Lincoln Financial is a company that helps people confidently plan for their future, and they are seeking a Sr. Plan Document Consultant for their Retirement Plan Services Plan Document Team. This role involves consulting on and preparing retirement plan documents while ensuring compliance with regulatory standards.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Serving as a senior technical subject matter expert, providing guidance on complex plan design, compliance, and regulatory interpretation

Performing advanced, detailed reviews of plan documents to ensure qualification and regulatory compliance, and identifying potential risks and/or financial liability to clients and/or Lincoln

Consulting on, preparing, generating, and quality reviewing plan documents (new and takeover plans), and completing end-to-end plan-level processes from review and discussion through delivery

Coordinating with internal partners, financial professionals, and plan sponsors to achieve timely, accurate document outcomes and a high-quality client experience

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

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

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

Staying current on industry trends, regulatory changes, and best practices to ensure compliance and continuous improvement

Handling complex inquiries and providing clear, effective communication to internal and external stakeholders

Qualification

Retirement plan compliancePlan document generationIRS/DOL/ERISA regulationsDocument generation systemsAnalytical skillsMicrosoft Office SuiteClient relationship managementChange managementContinuous improvementTechnical resource supportMEP/PEP plan designRegulatory plan restatementsProcess improvement initiativesSS&C Chorus/AWD familiarityASPPA designationsProblem-solving skillsWritten communication skillsProject managementTeam collaboration

Required

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

5+ years of experience working with qualified retirement plan documents, plan design consulting, or a related compliance role

Expertise in the 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

Strong analytical, problem-solving, and written communication skills

Proven ability to manage complex assignments, competing priorities, and deadlines in a fast-paced environment

Experience with document generation systems (e.g., ASC, ftwilliam.com, Relius)

Proficiency in Microsoft Office Suite

ASPPA or related industry designations such as QKA, QKC, and TGPC required