Amendment Consultant II

Fidelity Investments Inc.; Texas; On-site; USD 80,000 - 105,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX is seeking an Amendment Consultant II to provide document and administrative support for a large book of defined contribution retirement plans.

The role requires ERISA knowledge, regulatory familiarity, and the ability to independently coordinate with partners to process amendments. The candidate should have 5–7 years of DC plan experience, familiarity with Plan Central, XTRAC, Docusign, WPDT, Salesforce, and MS Office.

Qualifications

• 5-7 years of defined contribution retirement plan experience.
• Specialist understanding of ERISA, IRC, and DOL regulations related to 401(k) plans.
• Strong digital literacy; MS Office Suite.
• Understanding of the 401(k) industry.
• Knowledge of Fidelity products, services, policies and procedures.

Responsibilities

• Provide document and administrative support for existing client book of business (20,000+ amendments/year).
• Interpret and apply applicable plan rules and regulations.
• Coordinate with clients and partners to ensure amendments are processed accurately and timely.
• Support and instruct team members on amendment decisions; sign off on completed amendments.

Skills

Defined contribution

ERISA knowledge

DOL regulations

MS Office

Plan Central

XTRAC

Docusign

Salesforce

Tools

Plan Central

XTRAC

Docusign

WPDT

Salesforce

Job description

Amendment Consultant II### Amendment Consultant IIApply: Westlake, TX: Full time: Posted Yesterday: 2136736**Fidelity will not provide immigration sponsorship for this position.**## ## Job Description:**The Role**The Amendment Consultant (AC) provides document and administrative support to clients and business partners who maintain an existing book of business of over 23,000 plans. The AC uses written procedures to make decisions and independently coordinate with others regarding business policies, procedures and documentation. This position requires knowledge of ERISA and the DOL regulations qualified plan rules under the Internal Revenue Code. The AC will interpret, apply, and make good judgment calls independently. One will assist and instruct others on decisions to be made in processing amendments. The AC supports Emerging/Mid/Advisor markets using the volume submitter document and partners closely with Client Relationship Management to ensure successful completion of more than 20,000 amendments a year. The AC generates solutions for standardized, lower complexity plan amendments.The AC has the authority to make decisions related to the amendment projects that they are working on. Ultimately, they sign on behalf of Fidelity Management Trust Company (FMTC) and understand the importance of the representation. **The Expertise and Skills You Bring**· 5-7 years of defined contribution retirement plan experience· Previous work experience with Plan Central, XTRAC, Docusign, WPDT, Salesforce a plus· Specialist understanding of ERISA, IRC, and DOL regulations related to 401(k) plans· Strong digital literacy; MS Office Suite· Understanding of the 401(k) industry· Knowledge of Fidelity products, services, policies and procedures· Ability to prioritize workload based on timing needs, risk, and client expectations· Effective time management· Excellent written and verbal communication· Ability to articulate a point of view in a compelling and succinct manner· Ability to work independently in a fast paced environment and handle large volume of work· Ability to comprehend and explain technical concepts **The Team**The Amendment Consulting Team is a pivotal group that ensures the maintenance of existing client volume submitter plan documents and service agreement contracts. The Amendment team is the control point for updates as well as ensuring the WI Defined Contribution Recordkeeping systems align with the plans provisions. This role as the amendment expert for WI Core market clients, consults with Managing Directors and clients to ensure that each amendment meets a clients desired outcome and is executed exactly to direction. The role adds value by ensuring that plan provisions will work seamlessly with Fidelity services once live. The Amendment Consultant role is actively engaged with Managing Directors, Testing and Reporting, Systems Installation Group, Billing and Conversion Services to coordinate updates.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:## ## Category:## CompliancePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.