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Senior Plan Document Transition Analyst

Job ID R.0046498 Date posted 05/14/2024 Worker type Regular Workplace flexibility Remote - Nationwide

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Plan Document Analyst is responsible for the plan document transition and changes for new or existing Empower clients.  

What you will do

  • Review plan provisions to ensure the accurate restatement of retirement plan documents for new and/or existing Empower clients
  • Serve as a resource for internal/external customers and partners for legal/regulatory matters for Empower's retirement plan documents
  • Negotiate appropriate changes with client and/or client’s legal counsel and ensure proper execution of final documents and/or amendments for plan design changes
  • Review plan provisions which may include complex plan design consultation with plan sponsors and financial advisors to ensure accurate restatement and/or changes of retirement plan documents
  • Conduct quality assurance reviews on retirement plan documents ensuring that all plan document requests are processed according to the company's and the plan sponsor's standards
  • Provide protected benefit reviews and provide options within the operation of the document in conjunction with understanding the regulations for Defined Contribution Plans
  • Provide comparison reviews for plan mergers and review of protected benefits
  • Perform plan document reviews for prospective clients to verify product compatibility
  • Respond proactively to ad hoc requests from clients, internal departments, and management
  • Assist with reviewing department procedures, communication literature, and best practices to ensure compliance with service standards 
  • Support peak season volume by taking on additional plan assignments and reassignments upon request

What you will bring

  • Bachelor’s degree or equivalent directly related work experience
  • 8+ years of related experience in retirement plan industry including regulatory and ERISA knowledge
  • Solid technical knowledge of qualified retirement plans
  • Strong problem-solving skills and understanding when to escalate matters  
  • Superior attention to detail
  • FINRA fingerprinting upon hire

What will set you apart

  • Retirement industry designation(s)
  • Experience working with institutional clients
  • MS Office skills and basic Access skills
  • Results orientated with ability to effectively handle multiple tasks/work responsibilities at the same time
  • Excellent proactive communication skills with ability to interact with all levels of staff, management, internal and external customers, and partners


***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$76,300.00 - $107,800.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:


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