Plan Consultant — Defined Contribution & Contract Negotiation

Soteria Reinsurance Ltd.; Smithfield (RI); On-site; USD 95,000 - 125,000; Full time

Job summary

Fidelity Investments is seeking a Plan Consultant to analyze and draft Fidelity’s Pre-Approved Plan Document for retirement plans. You will interpret plan provisions, negotiate contracts, and ensure documents meet regulatory changes while coordinating with clients and internal partners to drive successful plan implementations.

Ideal candidates have defined contribution experience, ERISA knowledge, and strong communication skills.

Qualifications

• Previous Defined Contribution retirement plan experience preferred.
• Strong understanding of ERISA and regulatory issues related to 401(k)/403(b) plans.
• College degree or equivalent experience required; professional designations preferred.

Responsibilities

• Draft and execute Fidelity’s Pre-Approved Plan Document.
• Analyze plan documents for compatibility with the Fidelity Pre-Approved Plan Document.
• Review and negotiate document exceptions and service agreements.
• Communicate project status and findings with stakeholders.
• Negotiate contract language with clients, consultants, or attorneys as needed.
• Sign documents on behalf of FMTC and Fidelity Workplace Services.
• Participate in process improvement and companywide initiatives.

Skills

_defined contribution retirement plan

ERISA regulatory knowledge

contract negotiation

written and verbal communication

Microsoft Office

Zoom

Salesforce

Plan Central/XTRAC

time management

client management

explain technical concepts

Education

College degree or equivalent experience

CPA/CEBS/ERPA/ASPPA designation(s) preferred

Tools

Microsoft Office

Zoom

Microsoft Teams

Salesforce

Plan Central

XTRAC

Job description

Fidelity Investments is seeking a Plan Consultant to analyze and draft Fidelity’s Pre-Approved Plan Document for retirement plans. You will interpret plan provisions, negotiate contracts, and ensure documents meet regulatory changes while coordinating with clients and internal partners to drive successful plan implementations.

Ideal candidates have defined contribution experience, ERISA knowledge, and strong communication skills.