Plan Provisions Specialist

The Vanguard Group; Malvern (Chester County); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Vanguard seeks a qualified professional to lead the translation of client plan documents into system requirements and to ensure ERISA compliance throughout the system setup for IIG systems.

Responsibilities include developing project plans, coordinating with clients, and monitoring plan maintenance queues for timely system changes and consultations. The role requires strong communication, problem-solving, and organizational skills in a hybrid work environment.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Three to five years business experience plus minimum of 18 months of Defined Contribution recordkeeping or conversion experience.
• Extensive knowledge of IRPS systems and solid understanding of ERISA.
• Project management experience and strong communication skills.

Responsibilities

• Interview and interpret client plan documents to derive system requirements.
• Ensure ERISA compliance per Vanguard policies during system set-up.
• Design and implement system set-up for IIG systems and complex projects.
• Develop, monitor, and own project plans and schedules for system set-up.

Skills

Defined Contribution

IRPS systems

ERISA

Project management

oral and written communication

analytical and problem solving

multi-plan management

organization

Education

Bachelor's degree

Job description

Core Responsibilities

Leads the review and interpretation of the client's plan document and developing it into system requirements. Ensures compliance with ERISA in accordance with Vanguard’s policies and procedures. Designs and implements the system set-up of all IIG systems. Exhibits expertise of system set-up, and utilizes knowledge to facilitate execution of system set-up for more complex projects Develops, monitors, and owns project plan and schedule for system set-up. Communicates effectively with internal and external clients throughout the project, to consult on and position system capabilities, gather system/ requirements, identify and resolve issues, provide project statuses, and ensure client expectations are met. Monitors Plan Maintenance requests queue to ensure all request for system changes and consultations are completed timely and accurately. Provides feedback on system lead process and provides recommendations on process improvements. Identifies risk and solves problems in collaboration with team members. Reviews transaction/service related participant communications and works with Participant Education to ensure that all transaction and services related communications are accurate. Ensures accurate system and service set-up through documentation of project information and execution of audit processes. Assists peers and team members with issue resolution and training efforts. Participates in special projects and performs other related activities as assigned.

Qualifications

Undergraduate degree or equivalent combination of training and experience. Three to five years business experience plus minimum of 18 months of Defined Contribution recordkeeping or conversion experience Extensive knowledge of IRPS systems. Solid understanding of ERISA. Project management experience. Excellent oral and written communication skills. Excellent analytical and problem-solving skills. Proven experience with managing and overseeing multiple plans in various stages of setup and testing. Strong organizational skills.

Special Factors Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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