Sr. Consultant, Plan Document

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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.

Relocation assistance: is not available for this opportunity.

Requisition #: 75631

We are excited to be hiring a Sr. Plan Document Consultant on our Retirement Plan Services Plan Document Team. As our business continues to grow and evolve, we are enhancing our plan document services to meet increasing demand and ensure continued excellence in retirement plan document compliance and service delivery. In this role, you will join an experienced and dynamic team consulting on, preparing, generating, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans.

Focusing on complex implementation (new business) assignments, you will coordinate with Lincoln business partners, financial professionals, 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 client needs, aligns with Lincoln’s service offerings, and adheres to legislative and regulatory compliance standards.

• Serving as a senior technical subject matter expert, providing guidance on complex plan design, compliance, and regulatory interpretation
• Performing advanced, detailed reviews of plan documents to ensure qualification and regulatory compliance, and identifying potential risks and/or financial liability to clients and/or Lincoln
• Consulting on, preparing, generating, and quality reviewing plan documents (new and takeover plans), and completing end-to-end plan-level processes from review and discussion through delivery
• Coordinating with internal partners, financial professionals, and plan sponsors to achieve timely, accurate document outcomes and a high-quality client experience
• Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting required internal, regulatory, and legislative deadlines
• Leading or participating in projects that enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise efforts
• Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
• Staying current on industry trends, regulatory changes, and best practices to ensure compliance and continuous improvement
• Handling complex inquiries and providing clear, effective communication to internal and external stakeholders

Must-haves:

• Bachelor’s degree or equivalent experience (4 years in lieu of degree)
• 5+ years of experience working with qualified retirement plan documents, plan design consulting, or a related compliance role
• Expertise in the 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…