Fidelity Investments is seeking a Plan Documentation Specialist to own and audit client documents for the transfer of Defined Contribution Plans onto the Pre‑Approved platform. You will review plan documents, amendments, and 5500 filings, assemble agreements, and update fund investments while collaborating with Sales, Implementation, and third parties.
You must demonstrate strong ERISA understanding, the ability to explain complex concepts clearly, and 3–5 years of DC retirement plan experience.
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Plan Documentation & Compliance Specialist
Fidelity Management & Research Company · Covington, KY, USA ·
- Pay:
- 70.000 - 95.000
- Job type:
- Full Time