Hybrid Retirement Plan Documents Specialist
Listed on 2026-10-07
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Administrative/Clerical
Data Entry, Office Administrator/ Coordinator, Banking & Finance -
Finance & Banking
Office Administrator/ Coordinator, Banking & Finance
HUB International is seeking a Plan Document Specialist to join the Operations team in a hybrid role. You will prepare, review, and maintain retirement plan documents for ERISA-covered and non-ERISA plans, ensuring compliance with IRS, DOL, and ERISA regulations.
You will support annual testing and filing seasons, draft amendments, SPDs, and participant notices, and coordinate with internal teams and sponsors to resolve document discrepancies.
Are you ready to take on the Hybrid Retirement Plan Documents Specialist role at HUB International?
We have an opening for a Hybrid Retirement Plan Documents Specialist in Austin, TX, United States within Finance.
This role, Hybrid Retirement Plan Documents Specialist at HUB International, could be your next move.
We would love to welcome a new Hybrid Retirement Plan Documents Specialist to our team in Austin, TX, United States.
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