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.
• As a recognized thought leader in defined contribution retirement plan document compliance, this job independently analyzes and interprets new laws and regulations to determine client and operational impacts and holds discussions to influence the best strategy to implement changes for clients and impacted internal partners.
• Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

Matching Summary

Salary

Base: $121,000/yr - $137,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Key Requirements

• 5+ Years Required
• 7+ Years Preferred
• University (Degree) Preferred
• Deep expertise in defined contribution retirement plan compliance
• Experience resolving operational errors under IRS EPCRS or DOL Voluntary Correction Programs

Work Rights