Hybrid Retirement Plan Documents Specialist

HUB International; Austin (TX); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) match

Short-term disability

Life insurance

Parental leave

Hybrid schedule

Vacation & leave

Job summary

HUB International is seeking a Plan Document Specialist to join the Operations team in a hybrid role. You will prepare, review, and maintain retirement plan documents for ERISA-covered and non-ERISA plans, ensuring compliance with IRS, DOL, and ERISA regulations.

You will support annual testing and filing seasons, draft amendments, SPDs, and participant notices, and coordinate with internal teams and sponsors to resolve document discrepancies.

Qualifications

• Proven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and governmental plans
• Strong working knowledge of ERISA, IRS, and DOL regulations related to plan document compliance
• Experience with plan restatements, amendments, and SPD preparation
• Familiarity with ERISA-covered and non-ERISA plans, including church plans
• Understanding of SECURE Act/SECURE 2.0 and 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
• Proficiency with Microsoft Office (Word and Excel)
• Clear written and verbal communication

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 SPDs and SMMs in accordance with ERISA and DOL disclosure requirements
• Execute required plan document restatements to reflect regulatory changes and IRS guidance
• Prepare and distribute participant notices including safe harbor notices and fee disclosures
• Ensure plan documents reflect sponsor design elections and operational practices
• Review plan amendments for IRS pre-approved and individually designed plan requirements
• Maintain organized records of plan documents and restatement histories for audit
• Monitor regulatory changes affecting plan document language and deadlines
• Support the compliance team during annual testing and Form 5500 filing seasons
• Coordinate with internal teams, TPAs, and sponsors to resolve document discrepancies
• Assist with IRS and DOL corrections, drafting amendments related to EPCRS
• Manage multiple plan document projects with deadlines
• Contribute to process improvements and standardization of templates and workflows
• Update recordkeeping systems and plan administration software to current provisions
• Generate and distribute new hire enrollment packages with updated notices

Skills

ERISA knowledge

Regulatory compliance

Attention to detail

Time management

Communication

Education

Associate degree (2-year degree)

Job description

HUB International is seeking a Plan Document Specialist to join the Operations team in a hybrid role. You will prepare, review, and maintain retirement plan documents for ERISA-covered and non-ERISA plans, ensuring compliance with IRS, DOL, and ERISA regulations.

You will support annual testing and filing seasons, draft amendments, SPDs, and participant notices, and coordinate with internal teams and sponsors to resolve document discrepancies.