Qualified Plan Document Analyst

FIS; United States; Remote; USD 95,000 - 130,000; Full time

Benefits offered by this job

Impact in fintech

Professional development

Inclusive environment

Competitive benefits

Job summary

FIS is seeking a Representative Senior, BPS Client Contact (Qualified Plan Document Analyst) to analyze, draft, and maintain retirement plan documents in compliance with IRS/ERISA requirements. You will collaborate with legal, compliance, operations, and client teams to support mergers, restatements, and conversions.

The role emphasizes accuracy, regulatory adherence, and translating complex requirements into clear documentation for client objectives.

Qualifications

• Bachelor's degree in business, finance, or related field, or equivalent practical experience.
• Strong knowledge of defined contribution retirement plans and plan document structures.
• Working knowledge of ERISA, IRS qualification rules, and regulatory compliance standards.
• Experience analyzing plan documents, including amendments, restatements, and conversions.
• Ability to interpret complex legal and technical information with high attention to detail.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent written communication skills with the ability to produce clear, structured documentation.
• Ability to manage multiple priorities and collaborate effectively across teams.

Responsibilities

• Analyze retirement plan documents to assess design features, compliance requirements, and regulatory alignment.
• Translate business and client requirements into customized, compliant prototype plan documents.
• Draft, maintain, and update plan documents including 401(k), profit sharing, and money purchase plans.
• Perform protected benefits reviews to preserve participant rights during plan changes and conversions.
• Identify inconsistencies, gaps, and risks across plan documents and recommend effective solutions.
• Ensure all documents align with current IRS, ERISA, and applicable regulatory guidance.
• Collaborate with internal stakeholders including legal, compliance, operations, and client-facing teams.
• Support development of plan design documentation and implementation materials.
• Manage multiple projects while meeting deadlines in a fast-paced, regulated environment.
• Contribute to process improvements, quality standards, and documentation best practices.

Skills

Bachelor's degree

Plan document knowledge

ERISA knowledge

Document analysis

Analytical thinking

Written communication

Project management

Cross-team collaboration

Education

Bachelor's degree

Job description

Position Type

Full time

Type Of Hire

Experienced (relevant combo of work and education)

Job Description

Job Title

Representative Senior, BPS Client Contact (Qualified Plan Document Analyst)

Intro

At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS?

About the Role

You will analyze, interpret, and draft retirement plan documents to ensure compliance with regulatory requirements and alignment with client objectives. You will partner with cross-functional teams and clients to design, review, and maintain qualified plan documentation across its lifecycle. This includes supporting complex events such as plan mergers, conversions, and restatements. Success in this role is defined by accuracy, compliance adherence, and the ability to translate technical requirements into clear documentation.

What You Will Be Doing

• Analyze retirement plan documents to assess design features, compliance requirements, and regulatory alignment
• Translate business and client requirements into customized, compliant prototype plan documents
• Draft, maintain, and update plan documents including 401(k), profit sharing, and money purchase plans
• Perform protected benefits reviews to preserve participant rights during plan changes and conversions
• Identify inconsistencies, gaps, and risks across plan documents and recommend effective solutions
• Ensure all documents align with current IRS, ERISA, and applicable regulatory guidance
• Collaborate with internal stakeholders including legal, compliance, operations, and client-facing teams
• Support development of plan design documentation and implementation materials
• Manage multiple projects while meeting deadlines in a fast-paced, regulated environment
• Contribute to process improvements, quality standards, and documentation best practices

Required Qualifications

• Bachelor's degree in business, finance, or related field, or equivalent practical experience
• Strong knowledge of defined contribution retirement plans and plan document structures
• Working knowledge of ERISA, IRS qualification rules, and regulatory compliance standards
• Experience analyzing plan documents, including amendments, restatements, and conversions
• Ability to interpret complex legal and technical information with high attention to detail
• Strong analytical, problem-solving, and critical thinking skills
• Excellent written communication skills with the ability to produce clear, structured documentation
• Ability to manage multiple priorities and collaborate effectively across teams

Preferred Qualifications

• QKA (Qualified 401(k) Administrator) certification or advanced credential such as QKC or ERPA
• Experience with plan mergers, conversions, and protected benefits analysis
• Familiarity with plan document systems such as Relius or similar platforms
• Experience maintaining plan document libraries or prototype language databases
• Exposure to document quality assurance processes and discrepancy resolution

What We Offer you

• Opportunities to make an impact in fintech
• Personal and professional learning
• Inclusive, diverse work environment
• Resources to give back to your community
• Competitive salary and benefits

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.