Senior Plan Consultant

4 weeks ago

Westlake, Ohio, United States Fidelity Investments Full time
Job Description

Role

The Senior Plan Consultant provides critical support to clients and internal stakeholders in ensuring compliance with ERISA and qualified plan rules. This role requires a deep understanding of ERISA and the ability to interpret and apply provisions with minimal direction. The consultant will review plan documents, identify potential issues, and recommend resolutions, working closely with the Legal, Implementation Project Management, Client Relationship Management, and Sales groups to ensure successful completion of implementations, corporate actions, and amendments.

Key Responsibilities
  • Analyze prior plan documents to ensure compatibility with Fidelity's Volume Submitter document and identify IRC Section 411(d)(6) protected benefits.
  • Review prior plan provisions and Fidelity services with plan sponsors and key purchasers to facilitate the selection of plan features.
  • Present complex technical and non-technical issues to business partners for review and resolution.
  • Draft, negotiate, and finalize the creation of the Volume Submitter Adoption Agreement and Service Agreement.
  • Conduct plan adoption agreement and service agreement calls or in-person meetings with plan sponsors and investment professionals.
  • Lead the initial response to third-party document inquiries, including conversations with client legal counsel and consultants.
  • Participate in EMC meetings to drive resolution of document concerns.
  • Communicate with the department and business partners on project progress, issues, and accomplishments.
  • Support sales and client teams with prospect discussions and regulatory questions.
  • Negotiate and review document exceptions to the Fidelity Volume Submitter document.
  • Negotiate service exceptions, including modifications to the contract and investment management agreement.
  • Hold signing authority for FMTC and Fidelity Workplace Services.
  • Coach peers on resolving complex document issues.
  • Mentor and train plan consultants.
  • Conduct peer reviews for new plan consultants and complex plan configurations.
  • Lead process improvement initiatives and participate in company-wide initiatives.
Requirements
  • 5-9 years of defined contribution retirement plan experience.
  • Expert understanding of ERISA and regulatory issues, particularly related to 401(k)/403(b) plans.
  • College degree or equivalent experience, with advanced degrees a plus.
  • Strong understanding of contract negotiation processes.
  • CPA, CEBS, ERPA, JD, or ASPPA designation(s) a plus.
  • In-depth understanding of Volume Submitter/IRS Preapproved documents.
  • Ability to identify and communicate legal and regulatory issues.
  • Strong PC skills, including Microsoft Word, Excel, PowerPoint, Access, and Outlook.
  • Full understanding of the 401(k)/403(b) industry and 401(k)/403(b) plans desired.
  • Strong knowledge of Fidelity products, services, policies, and procedures required.
  • Ability to run multiple projects simultaneously, applying proper time management skills and using good judgment to resolve task completion.
  • Excellent written and verbal communication skills.
  • Strong negotiation skills, with the ability to articulate a point of view in a compelling and succinct manner.
  • Ability to work independently in a fast-paced environment and handle a large volume of work in a timely manner.
  • Demonstrated problem-solving and client management abilities.
  • Ability to comprehend and explain technical concepts.

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