Senior Plan Document Analyst
Rochesteronsitesenior$71K – $95K
Posted 2 days ago · via Workday
About this role
Pay Range: $71,160.00 - $94,903.00 Serves as the firm's subject matter expert for retirement plan documents, providing independent interpretation of plan provisions, ERISA, and Internal Revenue Code requirements determines how they are applied across the firm's book of business. Designs and implements plan structures, leads plan design discussions with sponsors and advisors, and translates design decisions into document, system, and administrative requirements. Leads firm-wide document initiatives, including regulatory amendments and pre-approved document restatement cycles, determining scope, approach, and execution from initiation through completion.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Rochester. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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