Plan Documentation Specialist

Fidelity TalentSource; Texas; Remote; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Fidelity TalentSource is seeking a Plan Documentation Specialist to own collection, review, setup and audit of client documents for the transfer of Defined Contribution Plans onto the Pre-Approved recordkeeping platform. The role requires proficiency in plan documents, amendments, asset statements, and ERISA regulations, with strong communication to clients and internal teams.

The specialist will assemble Adoption Agreements, draft Service Agreements, update fund investments, and audit plan

Qualifikationen

• Proficient understanding of Pre-Approved Plan documents.
• Excellent written and verbal communication skills.
• Ability to work independently in a fast-paced environment & handle large volume of work in a timely manner.
• Ability to articulate a point of view in a compelling & succinct manner.
• Possess the ability to comprehend and explain technical concepts.
• Strong understanding of ERISA and regulatory issues especially related to 401(k) plans.
• Requires 3-5 years of DC retirement plan experience.
• College Degree or equivalent experience.

Aufgaben

• Own collection, review, setup and audit of client documents for transfer of Defined Contribution Plans.
• Assemble Adoption Agreements and draft Service Agreements.
• Update fund investments and create Greenlight templates.
• Audit Plan setup in Product Central.
• Collaborate with Sales, Implementation, prior recordkeepers, TPAs, Advisors, and clients.
• Explain plan document requirements to clients and internal partners.

Kenntnisse

Plan documents understanding

Written and verbal communication

Independence in fast-paced environment

Articulate a point of view

Explain technical concepts

ERISA familiarity

3-5 years DC retirement plan

College degree or equivalent

Ausbildung

College degree or equivalent experience

Jobbeschreibung

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Plan Documentation Specialist to work remotely!

The Role

The Plan Document Specialist ('PDS') owns the collection, review, setup and audit of client documents for the transfer of Defined Contribution Plans onto the Pre-Approved recordkeeping platform. The PDS is proficient in reviewing plan documents, amendments, asset statements, source statements, and prior 5500 filings. The PDS also assembles Adoption Agreements, drafts Service Agreements, updates fund investments, creates Greenlight templates and audits the Plan setup in Product Central. The PDS works directly with Sales, Implementation, Prior Recordkeepers, Third Party Administrators, Advisors, and our prospective clients. The PDS must be technically sound in their understanding of the 401(k) plan documents, while also being able to explain those requirements to clients and internal business partners with varying degrees of backgrounds and expertise on the topic.

The Expertise and Skills you Bring

• Possess a proficient understanding of Pre-Approved Plan documents
• Excellent written and verbal communication skills
• Ability to work independently in a fast-paced environment & handle large volume of work in a timely manner
• Ability to articulate a point of view in a compelling & succinct manner
• Possess the ability to comprehend and explain technical concepts
• Strong understanding of ERISA and regulatory issues especially related to 401(k) plans
• Requires 3-5 years of DC retirement plan experience
• College Degree or equivalent experience

The Team

As part of the Implementation group within Workplace Investing, the PDS plays a critical role in collecting and reviewing prior plan documents and drafting and auditing Fidelity’s plan document. We work closely with Plan Consultants and Project Managers. We are an extension of the 401k Sales process and the Implementation team. We have a strong focus on customer service skills to ensure clients feel reassured in their decision to move their 401k benefits to Fidelity.

Please 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.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process.

Please email us at [e-mail] if you would like to request an accommodation.