Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Document Consultant is responsible for reviewing and ensuring the accurate restatement and amendment of retirement plan documents for new and existing Empower clients. It involves strategic consultation with internal teams, plan sponsors, financial advisors, and legal counsel to align retirement plan design with regulatory requirements. The role demands a strong understanding of defined contribution plan regulations, excellent attention to detail, and the ability to work independently while providing expert-level support in plan documentation and compliance.

What you will do

• Consult on complex plan designs, negotiate changes, and coordinate execution of final plan documents and amendments, ensuring compliance with client needs and regulatory standards

• Review retirement plan provisions to ensure accurate document restatements and amendments, with a focus on both new and existing Empower clients

• Serve as a key resource for internal and external partners, including plan sponsors, financial advisors, and legal counsel, offering guidance on Empower’s retirement plan documents and design options

• Support IRS-mandated cyclical restatements by conducting strategic plan document reviews, ensuring alignment with updated codes and regulations

• Perform quality assurance checks to validate accuracy, compliance, and operational alignment of retirement plan documents, while also reviewing and advising on protected benefits

• Provide guidance on document operations, including how protected benefits apply within defined contribution plans, and deliver actionable options based on regulatory knowledge

• Collaborate with Plan Document Specialists by reviewing existing plan documents, completing transfer checklists, and clarifying amendments to streamline the preparation of new plans

What you will bring

• 3–5 years of experience with retirement plan administration, compliance, or document services

• Bachelor's degree in Business, Finance, or equivalent experience

• Solid understanding of ERISA, IRS regulations, and protected benefits rules related to retirement plans

• Proven ability to review and interpret legal documents, including plan documents, amendments, and fee schedules

• Strong communication and negotiation skills

• Excellent attention to detail and organization skills

• Ability to work independently, manage competing priorities, and make judgment calls with limited oversight

What will set you apart

• Previous experience with plan design changes working directly with clients.

• Previous experience working with ASC

• Project management experience or ability to manage multiple document cycles, conversions, or special restatements

• Strong Excel skills

• Experience supporting large-scale plan restatement cycles

• Familiarity with 403(b), 457, or non-qualified plan documents

#PJWP

***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) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

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.***

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