Plan Document Specialist

Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do. We prioritize accessibility and responsiveness, and we are obsessed with detail. Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception. 

DWC is continually seeking candidates to join our team who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.

To learn more, visit https://www.dwc401k.com/

Job Summary

We are seeking a Plan Document Specialist to join our team. In this role, you will help create and update retirement plan documents, including restatements, resolutions, and amendments. You will lead document plan design calls for new business clients with a focus on plan design. You will work closely with plan sponsors, advisors, and internal teams to ensure plans are set up correctly and remain compliant with current regulations. This position also involves assisting with documented-related projects as needed.  

Job Responsibilities

• Plan design and document consulting, including being the lead on consultative plan document design calls with plan sponsors and advisors as part of the implementation/installation process on an ongoing basis.
• Document preparation, including plan restatements and board resolutions.
• Proactive follow up and coordination with all plan players regarding plan design and provisions.
• Consult with Plan Sponsors regarding discretionary amendments and preparation of requested amendments.
• Preparation of mandatory interim amendments/restatements.
• Preparation of plan mergers and protected benefits analysis. 

• Bachelor’s degree preferred.
• Experience drafting plan documents and participant communications.
• Ability to regularly lead client/advisor calls to provide consultative feedback related to the establishment, design, and ongoing administration.
• Strong attention to detail.
• Advanced Microsoft Office skills including Outlook, Word, Excel, PowerPoint, and Access.
• Ability to meet deadlines.
• Excellent client service/communication skills.
• QKA preferred.
• FT William plan document experience preferred.
• Experience working in a fast-paced, team-oriented, and collaborative environment.
• Superb analytical and creative problem-solving skills.
• Excellent listening, interpersonal, written, and oral communication skills.
• Logical and efficient, with keen attention to detail.
• Highly motivated.
• Ability to effectively prioritize, as well as manage and execute tasks.
• Strong customer service orientation. 

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $65,000 and $85,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. 

Additional Information

As an employer, we believe our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.