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The Plan Document Special will accurately and timely support clients and prospects with IRS pre-approved plan document services, including on-boarding, amendments, restatements, fits, and protected benefit analysis.
The ideal candidate will be adaptable to change, possess attention to detail and an enthusiastic learner!
Impact you will make:
Leads the review and interpretation of the client's plan document in order to provide accurate, timely and comprehensive IRS pre-approved plan document support. Maintains reliance on pre-approved documents, while incorporating provisions to meet the needs of the client. Drafts Adoption Agreements and plan amendments. Reviews IRS pre-approved plan documents as well as custom plan documents for merger and protected benefit analyses and hardship determination services procedures. Manages various document provisions. Ensures compliance with ERISA in accordance with Vanguard’s policies and procedures.
Communicates effectively with internal and external clients to consult on and position document capabilities, gather
requirements, identify and resolve issues, provide project statuses, and ensure client expectations are met. Engages directly with the client and their counsel to determine accurate document interpretation and intent. Ensures all request for document changes and consultations are completed timely and accurately.
Identifies risk and solves problems in collaboration with team members. Ensures client plan documents remain within regulatory parameters.
Ensures accurate document set-up through documentation of supporting information and execution of audit processes. In consultation with the client, interprets design features to determine document provisions. Utilizes knowledge of applicable laws, regulations, and document provisions to draft client documents in compliance with IRS regulations.
Assists peers and team members with issue resolution and training efforts.
Participates in special projects and performs other related activities as assigned. Supports, as needed in a back-up capacity, department and team initiatives including the prototype and volume submitter amendment projects
Develops an awareness of retirement plans and financial market issues, and deepens technical knowledge through internal training classes, and certification programs such as ASPPA or CEBS
Supports and participates in corporate initiatives such as Swiss Army, VUE, and diversity initiatives
What it takes:
Undergraduate degree or an equivalent combination of education and experience.
Three to five years of specific related work experience (e.g. defined contribution plan administration or related experience in either a legal, consulting or corporate setting)
Advanced certifications (ASPA, CEBS) preferred
Strong knowledge of ERISA and administrative experience with both qualified and non-qualified plans
Strong project management and excellent organizational skills needed to meet numerous due dates falling in close proximity
Detail oriented and excellent problem solving skills
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.