Plan Document Consultant

Immediate need for a talented Plan Document Consultant
. This is a 12‑month contract opportunity with long‑term potential and is located in Charlotte or Frisco (Hybrid). Please review the job description below and contact me ASAP if you are interested.

25-95830

$30.00/hr - $35.40/hr

• Conducts ongoing audits of existing retirement plan policies and practices to comply with legislative changes on the federal, state, or local level.
• Oversees responses to client requests for plan document amendments and/or restatements.
• Consults with clients on unique and complex issues relating to the ERISA, IRS, DOL and SEC laws and regulations with respect to qualified and non‑qualified retirement plans reporting and Form 5500 filing requirements.
• Maintains current awareness and understanding of legislative changes, IRS rulings and expert opinions related to the processing of retirement plans.
• Ensures that the organization’s operational and contractual processes are in alignment with the legal retirement plan document.
• Provides regulatory feedback on client‑produced legal plan documents to the client and internal business partners.
• Possesses thorough knowledge of defined benefit and defined contribution retirement plans, laws, and regulatory issues such as non‑discrimination testing, fiduciary responsibilities, audit guidelines, ERISA reporting and disclosure requirements, SEC, IRS, NASD, SIPC, MSRB and DOL requirements.
• Collaborates with internal business partners to remediate identified plan document/operational variances by providing the necessary direction to get the legal plan document and client operations into alignment.

• ERISA Regulations
• Form 5500 Reporting
• University (Degree) Preferred
• 3+ Years Required; 5+ Years Preferred
• Physical Requirements:
  Sedentary Work

If you are interested in this position, please apply online for immediate consideration.

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