HUB International · 1 day ago
Plan Document Specialist
Austin, TX
Full-time
Hybrid
Mid Level
$75K/yr - $75K/yr
3+ years expHUB International is a global insurance and employee benefits broker, and they are seeking a Plan Document Specialist responsible for the preparation, review, and maintenance of retirement plan documents. This role ensures compliance with IRS, DOL, and ERISA regulations while supporting the compliance team during annual testing and filing seasons.
FinanceProperty & Casualty InsuranceFinancial ServicesInsuranceInsurTechRisk Management
Responsibilities
Draft, review, and maintain plan documents, adoption agreements, and amendments for 401(k), 403(b), 457(b), and governmental retirement plans
Prepare and update Summary Plan Descriptions (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements
Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0)
Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures
Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices
Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements
Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review
Monitor regulatory and legislative changes affecting plan document language and compliance deadlines
Support the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms
Coordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions
Assist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS)
Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines
Contribute to process improvements and standardization of document templates and workflows
Update internal recordkeeping systems and plan administration software to reflect current plan design provisions
Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors
Qualification
Required
Proven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and/or governmental plans
Strong working knowledge of ERISA, IRS, and DOL regulations as they relate to plan document compliance
Direct experience with plan restatements, amendments, and SPD preparation
Familiarity with both ERISA-covered and non-ERISA plans, including church plans
Understanding of legislative changes and their impact on plan documents (e.g., SECURE Act, SECURE 2.0, CARES Act)
Experience with IRS pre-approved and individually designed plan documents
High attention to detail with the ability to interpret complex regulatory language
Strong organizational and time-management skills with the ability to manage multiple deadlines
Proficiency with Microsoft Office (Word and Excel preferred)
Clear written and verbal communication skills
2-5 years of relevant experience
Associate degree (2-year degree)
Preferred
3–5 years of experience in retirement plan document drafting or retirement plan administration
Experience working with a TPA, recordkeeper, benefits firm, or law firm specializing in employee benefits
Familiarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar)
Benefits
$75,000 per year
6% yearly discretionary bonus
Medical insurance
Vision insurance
Dental insurance
401(k) plus match
Company Paid STD
Life Insurance
Parental leave
2 weeks of vacation
Sick leave
Personal days
Floating holiday’s
Hybrid schedule after successful training period
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Alpha Wave Global,Temasek Holdings,T. Rowe PriceLeonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
2026-02-04
Calgary Herald
2026-01-11
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