The Plan Document Compliance Senior Lead is responsible for ensuring the best interests of institutional clients and internal business partners and in accordance with plan documents and legal requirements
Job Summary
The Plan Document Compliance Senior Lead is responsible for ensuring the best interests of institutional clients and internal business partners and in accordance with plan documents and legal requirements.
This job reviews plan documents, helps clients resolve complex operational and regulatory compliance issues relating to defined contribution retirement plans and consults with internal business partners and clients on how best to attain plan objectives while maintaining the plans' qualified status.
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
Matching Summary
The Plan Document Compliance Senior Lead is responsible for ensuring the best interests of institutional clients and internal business partners and in accordance with plan documents and legal requirements.
Salary
Base: $121,000/yr - $137,000/yr; Bonus/Equity: Participation in an incentive program linked to performance; Benefits: Comprehensive Total Rewards package