Senior Specialist, Plan Design

Considerable background in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing. Thorough understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations. Keen attention to detail, deadlines, and customer service needs. Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives. Knowledge of one or more non-discrimination testing systems (Ft William, Datair, ASC, Sungard Relius). Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius). Qualified 401(k) Administrator (QKA) or higher credential from ASPPA.

Collaborate with Plan Sponsors to create optimal defined contribution plan designs. Provide swift and detailed plan analysis, including profit sharing and safe harbor design comparisons. Perform a plan spec review against supported and outsourced design models for conversion contracts. Support team members with process reviews, research, and documentation related to plan design. Ensure a smooth transfer of incoming plans from Sales to Implementations. Perform plan restatement evaluations. Provide live support for team members, clients, and advisors to discuss plan design suggestions or required changes. Contribute to discussions with product and engineering teams to iterate on design and onboarding processes.