Fidelity Investments · 5 hours ago
Plan Consultant
Roanoke, TX
Full-time
Hybrid
Mid LevelFidelity Investments is a leading financial services company, and they are seeking a Plan Consultant to draft and execute Fidelity’s Pre-Approved Plan Document. The role involves analyzing plan documents, negotiating contracts, and ensuring compliance with regulatory changes while collaborating with various stakeholders.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes
Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features
Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement
Communicate within the department and to appropriate business partners project progress, issues, and accomplishments
Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document
Negotiate service exceptions including modifications to the terms of the contract (Service Agreement)
Sign documents on behalf of FMTC and Fidelity Workplace Services
Participate in process improvement and companywide initiatives
Qualification
Required
Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans
Strong contract negotiation skills: ability to articulate a point of view in a compelling & succinct manner
Excellent written and verbal communication skills
Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC
Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion
Demonstrated problem solving and client management abilities
Possess the ability to apply learning and comprehend and explain technical concepts
Preferred
Previous Defined Contribution retirement plan experience
College Degree or equivalent experience
CPA, CEBS, ERPA or ASPPA designation(s)
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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