Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut); Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 73336
The Role at a Glance
As the Retirement Plan Document Consultant , you will be joining an experienced and dynamic team consulting on, preparing, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans, as well as client-requested and IRS -required restatements and amendments. Focusing on more complex implementation (new business) and maintenance (existing business) assignments, you will coordinate with other Lincoln business partners, financial professionals, and plan sponsors to complete the entire plan-level review, discussion, document generation, and delivery process. All work passes through a quality-review process to ensure plan design meets our clients’ needs, while observing Lincoln’s service offerings, and adhering to legislative and regulatory compliance standards.
What you’ll be doing
+ Performing detailed reviews, evaluating plan documents for compliance and qualification, and identifying potential risks and/or financial liability to clients and/or Lincoln
+ Serving as a technical resource for team members, clients, financial professionals, business partners, and other Lincoln associates on plan design, compliance, and problem resolution
+ Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting all required internal, regulatory, and legislative deadlines
+ Leading or participating in projects to champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise initiatives
+ Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
What we’re looking for
Must-haves:
+ 3 – 5+ years of experience in retirement plan document consultation and preparation
+ Bachelor’s degree or equivalent work experience (4 +years of related experience in lieu of Bachelor’s)
+ Demonstrated knowledge of laws and regulations ( IRS , DOL , ERISA , etc.) related to qualified and non-qualified retirement plans of varying types and plan design, such as 401(a)/(k), 403(b), and 457(b) plans, including church and governmental plans
+ Retirement plan services certification through industry organization ( ASPPA , NTSA , CEBS )
Nice-to-haves:
+ Retirement plan design and administration credentials such as QKA , QKC , QPC , and/or TGPC
+ Experience with document generation systems such as ASC , FIS Relius, ftwilliam
\#LI-Remote
Application Deadline
Applications for this position will be accepted through August 2nd, 2024, subject to earlier closure due to applicant volume
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
+ Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
+ Leadership development and virtual training opportunities
+ PTO /parental leave
+ Competitive 401K and employee benefits (
+ Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
+ Effective productivity/technology tools and training
The pay range for this position is $67,000 – $120,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation ( NYSE : LNC ) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and inclusive ( page\ id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , and Instagram ( . For the latest company news, visit our newsroom ( .
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln’s fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business inte
...Job Details: BIM Designer A recognized Structural Engineering Consulting firm looks to add a BIM Technician to its staff. ~ HS diploma or GED; may require technical certification or associates degree ~2-7 years of experience in the construction or structural...
...ability to engage in online conversations to inquire about automotive and recreational vehicle sales, service, finance and general dealership questions. Our focus is to represent our dealer clients favorably online and to turn the experience into a lead so that our...
...carries over 20 types of local whole fish that we display on our original ice counter where guests can pick out their fish for our fish butchers to clean to order. The other entity of the business is our Eastern NC southern fried restaurant where local seafood is fried to...
Position Summary: The Photographer is responsible for photographing daily events, including, but not limited to embarkation, gangways, dining rooms, portraits and any other events that may require a photographer to be present to document the event(s). Photographers...
...build theinfrastructure of Texas. Position Overview The Truck Driver is responsible for operating trucks to transport dirt,... ...materials. Trucks driven include but are not limited to: belly dumps, dump truck and semi-tractor truck with attached trailers....