Plan Document Consultant

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

 Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance:  is not available for this opportunity.

Requisition #: 73791

The Role at a Glance

As the Retirement Plan Document Consultant, 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, 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 our clients’ needs, while observing Lincoln’s service offerings, and adhering to legislative and regulatory compliance standards.
 

What you'll be doing

• Performing detailed reviews, evaluating plan documents for compliance and qualification, and identifying potential risks and/or financial liability to 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 and enterprise 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
   

What we’re looking for

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, CEBS)

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

#LI-Remote

Application Deadline

Applications for this position will be accepted through October 28th, 2024, subject to earlier closure due to applicant volume

#LI-Remote

What’s it like to work here?

At Lincoln Financial Group, 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 through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivity/technology tools and training

The pay range for this position is $67,000 - $120,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom. 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

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