Plan Documentation Specialist

Fidelity Talent Source is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Plan Documentation Specialist to work in Westlake, TX!

Plan Documentation Specialist

The Plan Document Specialist ("PDS") owns the collection, review, setup and audit of client documents for the transfer of Defined Contribution Plans onto the Pre‑Approved recordkeeping platform. The PDS is proficient in reviewing plan documents, amendments, asset statements, source statements, and prior 5500 filings. The PDS also assembles Adoption Agreements, drafts Service Agreements, updates fund investments, creates Greenlight templates and audits the Plan setup in Product Central.

The PDS works directly with Sales, Implementation, Prior Recordkeepers, Third Party Administrators, Advisors, and our prospective clients. The PDS must be technically sound in their understanding of the 401(k) plan documents, while also being able to explain those requirements to clients and internal business partners with varying degrees of backgrounds and expertise on the topic.

• Possess a proficient understanding of Pre‑Approved Plan documents
• Excellent written and verbal communication skills
• Ability to work independently in a fast‑paced environment & handle large volume of work in a timely manner
• Ability to articulate a point of view in a compelling & succinct manner
• Possess the ability to comprehend and explain technical concepts
• Strong understanding of ERISA and regulatory issues especially related to 401(k) plans
• Requires 3-5 years of DC retirement plan experience
• College Degree or equivalent experience

As part of the Implementation group within Workplace Investing, the PDS plays a critical role in collecting and reviewing prior plan documents and drafting and auditing Fidelity’s plan document. We work closely with Plan Consultants and Project Managers. We are an extension of the 401k Sales process and the Implementation team. We have a strong focus on customer service skills to ensure clients feel reassured in their decision to move their 401k benefits to Fidelity.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity Talent Source will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at  if you would like to request an accommodation.