Plan Document Analyst

Plan Document Analyst Location Jacksonville, FL :

Company Description Jobs for Humanity is partnering with FIS Global to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Global

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Business Administration

Travel Percentage :

0%

The Plan Document Analyst is responsible for the plan document transition and changes for new conversion plans or existing clients. Provides retirement document support, consultation, and analysis of internal and external client data and processes. Handles and resolves document related questions to complete orders and substantive legal issues for assigned clients strategic to the service. Provides administrative processing support for “back office” tasks such as document verification, researching customer questions or problems, and performing miscellaneous customer and plan maintenance as defined by client specific procedures and contractual agreements while adhering to established Service Level Agreements (SLAs).

What you will be doing:

Review plan provisions to ensure the accurate restatement of retirement plan documents for new and/or existing FIS clients. Serves as a resource for internal/external customers and partners for regulatory matters for FIS's retirement plan documents. All applicants must have a minimum of 5 years' experience in the retirement business.

• Manage plan document changes with client and final documents and/or amendments for plan provision changes.
• Reviews plan provisions which may include complex plan design consultation with plan sponsors and financial advisors to ensure accurate restatement and changes to the retirement plan documents.
• Serves as a resource for internal and external clients and partners for regulatory matters for FIS's retirement plan documents.
• Provide protected benefit reviews and provide options within the operation of the document in conjunction with understanding the regulations for retirement plans.
• Provide plan comparison reviews for plan mergers.
• Manage assigned work in a timely manner; ensuring plan document deadlines are met.
• Assist with training and mentoring of new hires and provide manager with progress updates.
• Solid technical knowledge of qualified retirement plans along with strong problem-solving skills.
• Other duties and projects as assigned dedicated to key financial advisor relationships that entail additional complexity.

EDUCATION REQUIREMENTS

Bachelor's degree in business, finance or equivalent combination of education or related work experience in the pension industry. Professional or Industry designations a plus (e.g., ASPPA, NIPA or CEBS credentials)

GENERAL KNOWLEDGE, SKILLS & ABILITIES

• Basic knowledge of the provision of the Code and ERISA that relate to retirement plans.
• Experience reading and understanding legal retirement documents.
• Demonstrate strong analytical and problem-solving skills
• Excellent verbal & written communication skills in a clear, concise, and professional manner.
• Detail-oriented and customer-driven, focusing on providing the highest quality products and services to internal and external clients
• Flexibility, versatility, dependability
• Organizational, time management, follow-up, attention to detail, and planning skills required
• Ability to work both independently and in a team environment
• Strong computer skills with working knowledge of Microsoft Office applications
• Excellent data entry and proofreading skills
• Other related duties assigned as needed

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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