Plan Consultant

• Draft and execute Fidelity’s Pre-Approved Plan Document
• Interpret plan provisions from outside plan documents and identify potential document and operational integrity issues
• Complete, negotiate, and finalize client Service Agreements with Fidelity
• Analyze plan documents for compatibility with Fidelity’s Pre-Approved Plan Document
• Identify IRC Section 411(d)(6) protected benefits and ensure timely amendments and updates for legal and regulatory changes
• Review plan provisions and Fidelity services with employers, consultants, and attorneys to facilitate plan feature selection
• Draft, negotiate, and finalize Pre-Approved Adoption Agreements and Service Agreements
• Communicate project progress, issues, and accomplishments to the department and business partners
• Review and negotiate document exceptions and service exceptions
• Sign documents on behalf of FMTC and Fidelity Workplace Services
• Participate in process improvement and company wide initiatives
• Work on conversions and corporate actions for plans across all market segments
• Collaborate with employers, consultants, advisors, attorneys, and internal business partners

• Previous Defined Contribution retirement plan experience preferred
• Strong understanding of ERISA and regulatory issues, especially those related to 401(k)/403(b) plans
• College Degree or equivalent experience preferred
• CPA, CEBS, ERPA, or ASPPA designation(s) preferred
• Strong contract negotiation skills and ability to articulate a compelling, succinct point of view
• Excellent written and verbal communication skills
• Knowledge of Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, and XTRAC
• Ability to handle multiple projects simultaneously using proper time management and judgment
• Demonstrated problem-solving and client-management abilities
• Ability to apply learning and comprehend and explain technical concepts
• Fidelity will not provide immigration sponsorship for this position
• Applicants may be subject to restrictions related to certain criminal histories under applicable laws and regulations

Demonstrates expertise in drafting and executing Pre-Approved Plan Documents while ensuring compliance with ERISA and regulatory standards. Strong contract negotiation and communication skills are essential for collaborating with various stakeholders and managing multiple projects effectively.

• Defined Contribution Retirement Plan Experience
• Strong Understanding of ERISA
• Contract Negotiation Skills
• Excellent Written and Verbal Communication Skills
• CPA, CEBS, ERPA, or ASPPA Designation

• Drafting Plan Documents
• Interpreting Plan Provisions
• Analyzing Plan Documents
• Identifying IRC Section 411(d)(6) Benefits
• Completing Service Agreements

• Problem-Solving Abilities
• Client-Management Skills
• Time Management

• CPA
• CEBS
• ERPA
• ASPPA

• 401(k) Plans
• 403(b) Plans
• Regulatory Compliance
• Service Agreements
• Plan Adoption Agreements

• Microsoft Office
• Zoom
• Microsoft Teams
• Salesforce
• Plan Central
• XTRAC