Plan Document Consultant

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Alternate Locations:
Work from Home;
Fort Wayne, IN (Indiana)

Work Arrangement:

Remote :
Work at home employee residing outside of a commutable distance to an office location.

is not available for this opportunity.

Requisition #: 75623

As the Plan Document Consultant herramientas, you will be joining an experienced and dynamic team consulting on, preparing, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans, as well as client-requested and IRS-required restatements and amendments. Focusing on more complex implementation (new business) and maintenance (existing business) assignments, you will coordinate with other Lincoln business partners, hadden, and plan sponsors to complete the entire plan-level review, discussion, document generation, and delivery process.

All work passes through a quality-review process to ensure plan design meets our clients’ needs, while observing Lincoln’s service offerings, and adhering to legislative and regulatory compliance standards Meat.

• Performing detailed reviews, evaluating plan documents for compliance and qualification, and identifying potential risks and/or financial liability to timetable clients and/or Lincoln
• Serving as a technical resource for team members, clients, financial professionals, business partners, and other Lincoln associates on plan design, compliance, and problem resolution
• Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting all required internal, regulatory, and legislative deadlines
• Leading or participating in projects to champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental
  
  SERVICES and enterprise ilium initiatives
• Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards

Must-haves:

• 3 - 5+ years of experience in retirement plan document consultation and preparation
• Bachelor's degree or equivalent work experience (4 + years of related experience in lieu of Bachelor's)
• Demonstrated knowledge of laws and regulations (IRS, DOL, ERISA, etc.) related to qualified and non-qualified retirement plans of varying types and plan design, such as 401(a)/(k), 403(b), and 457(b) plans, including church and governmental plans
• Retirement plan services certification through industry organization (ASPPA, NTSA, CEBShto)

Nice-to-haves:

• Retirement plan design and administration credentials such as QKA, QKC, QPC, and/or TGPC
• Experience with document generation systems such as ASC, FIS Relius, ftwilliam

Applications for this position will be accepted through February 6th, 2026, subject to earlier closure due to applicant volume

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What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities…