Remote Plan Design Consultant – Onboarding Lead

Ubiquity Retirement and Savings (dba Decimal Inc); United States; Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) match

Wellness stipend

Home office stipend

Fully remote

Job summary

Ubiquity Retirement and Savings (dba Decimal Inc) is seeking a Plan Consultant to lead plan design discussions with new and converting sponsors, translating elections into plan documentation, and guiding onboarding. This remote, US-based role requires independent judgment and strong communication to ensure accurate plan design and timely SLAs.

You will collaborate with Documents, Compliance, and Client Experience teams to finalize documents and support a seamless onboarding experience while

Responsibilities

• Lead plan design discussions with new and converting plan sponsors, explaining provisions, eligibility, contributions, vesting, and other design options.
• Walk clients through plan provisions clearly, ensuring sponsors understand implications before finalization.
• Answer client questions on plan design using industry expertise and sound judgment, recommending options based on goals and requirements.
• Identify plan design issues or potential compliance concerns and resolve or elevate as needed.
• Speak knowledgeably to compliance and calculation review results, including new comparability allocations, and explain outcomes to clients.
• Conduct calls with new and conversion clients to gather elections, review provisions, and confirm requirements.
• Serve as the primary point of contact for clients on plan design questions throughout onboarding.
• Manage multiple onboarding and conversion cases, ensuring timelines and SLAs are met.
• Partner with Documents to translate plan design decisions into updated plan documents.
• Review draft documents for accuracy against client elections before finalization.
• Take handoffs from RPCs, ensuring context and elections transfer cleanly into onboarding.
• Coordinate with Compliance, Conversions, and Client Experience teams as needed.
• Apply critical thinking to resolve non-standard plan design situations.
• Identify gaps in handoff, documentation, or communication and recommend improvements.
• Maintain accurate case notes and documentation in Salesforce and Ubiquity systems.

Job description

Ubiquity Retirement and Savings (dba Decimal Inc) is seeking a Plan Consultant to lead plan design discussions with new and converting sponsors, translating elections into plan documentation, and guiding onboarding. This remote, US-based role requires independent judgment and strong communication to ensure accurate plan design and timely SLAs.

You will collaborate with Documents, Compliance, and Client Experience teams to finalize documents and support a seamless onboarding experience while