- Collaborate with Plan Sponsors to create optimal defined contribution plan designs and ensure clarity on plan specifications.
- Perform plan spec reviews against design models to support sales and onboarding processes.
- Interpret ERISA, DOL, and IRS regulations to draft, amend, and restate compliant retirement plan documents.
- Exercise independent judgment to evaluate plan design requests and assess legal/operational risk.
- Partner with internal teams including Onboarding, Retirement Plan Administration, and Client Success to ensure documentation supports seamless administration.
- Manage workflows for large-scale document projects and support product teams in improving document automation capabilities.