Plan Documentation & Compliance Specialist
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-07-15
Listing for:
Fidelity Management & Research Company
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Fidelity Investments is seeking a Plan Documentation Specialist to own and audit client documents for the transfer of Defined Contribution Plans onto the Pre‑Approved platform. You will review plan documents, amendments, and 5500 filings, assemble agreements, and update fund investments while collaborating with Sales, Implementation, and third parties.
You must demonstrate strong ERISA understanding, the ability to explain complex concepts clearly, and 3–5 years of DC retirement plan experience.
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