Amendment Consultant II – 401(k) Plan Expert

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. is seeking an Amendment Consultant to provide document and administrative support for clients with a large book of business of over 23,000 plans.

You will interpret ERISA and related guidance, apply best judgment, and coordinate with partners to process amendments. This role emphasizes independent decision making, collaboration with Client Relationship Management, and adherence to Fidelity policies.

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 and MS Office proficiency.

Skills

Defined contribution

ERISA knowledge

MS Office

Written communication

Independent work

Tools

Plan Central

XTRAC

Docusign

WPDT

Salesforce

Job description

Fidelity Investments Inc. is seeking an Amendment Consultant to provide document and administrative support for clients with a large book of business of over 23,000 plans.

You will interpret ERISA and related guidance, apply best judgment, and coordinate with partners to process amendments. This role emphasizes independent decision making, collaboration with Client Relationship Management, and adherence to Fidelity policies.