Plan Provisions & Systems Specialist

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

Job summary

Vanguard in Malvern, PA, seeks a seasoned professional to lead the review of client plan documents and translate them into ERISA-compliant system requirements. You will design and implement the system setup for all IIG systems and own the project plan and schedule.

You will communicate with clients to position system capabilities, gather requirements, monitor maintenance requests, and drive process improvements.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• 3–5 years business experience with at least 18 months in Defined Contribution recordkeeping or conversion.
• 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 managing multiple plans in various stages of setup and testing.
• Strong organizational skills.

Responsibilities

• Review plan documents and translate them into system requirements ensuring ERISA compliance.
• Design and implement system setup for all IIG systems and manage project plan for setup.
• Communicate with clients to position system capabilities, gather requirements, identify and resolve issues, and report project status.
• Monitor plan maintenance requests to ensure timely and accurate system changes.
• Provide feedback on processes and recommend improvements.
• Identify risks and solve problems with the team.
• Review participant communications for accuracy.
• Document project information and support audit processes.
• Assist peers with issue resolution and training.
• Participate in special projects as assigned.

Skills

Oral communication

Written communication

Analytical skills

Problem solving

Project management

Organizational skills

Education

Bachelor's degree

Tools

IRPS systems

Job description

Vanguard in Malvern, PA, seeks a seasoned professional to lead the review of client plan documents and translate them into ERISA-compliant system requirements. You will design and implement the system setup for all IIG systems and own the project plan and schedule.

You will communicate with clients to position system capabilities, gather requirements, monitor maintenance requests, and drive process improvements.