Senior Specialist, Plan Design

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Senior
USD 75,000 – 85,000
Professional Certificate
Finance & Accounting Financial Services Insurance

Posted 3 days ago

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Excellent 4.7

Job summary

Seeking a Senior Specialist to interpret ERISA and applicable laws for creating, amending, and maintaining compliant retirement plan documents. The role involves plan design consultation, document drafting, regulatory compliance, collaboration with internal teams and clients, and process improvement to support retirement plan administration.

Responsibilities

The Senior Specialist is responsible for interpreting ERISA laws to create, amend, and maintain compliant retirement plan documents. They act as a subject matter expert collaborating with Plan Sponsors and internal teams to align business goals with platform capabilities.

Qualifications

collaborative skills customer service ERISA Excel legal interpretation Microsoft Office plan design plan document drafting regulatory compliance test analysis

Requires at least 5 years of experience in qualified/non-qualified plans, including design consultation and document drafting. Candidates must have deep knowledge of ERISA, DOL, and IRS regulations.

English

Benefits

  • Health Benefits
  • Generous Time Off
  • Employee Wellbeing Committee
  • 401(k) Plan
  • New Hire Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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