Plan Document Specialist

Job Title : Plan Document Specialist

Location : Austin TX (Hybrid)

Compensation : $75000 plus yearly 6% discretionary bonus (non-exempt $36.06 per hour)

Department : Operations

Reports To : ERISA Governance Director

Job Type : Full-Time

Hours : 8 : 00am-5 : 00pm Monday-Friday

About Us :

HUB is a global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW) :

We lead our communities with integrity driven to make things better both now and in the future. We serve inspire and thrive while maintaining an entrepreneurial spirit. We innovate collaborate and achieve success together focused on the tomorrows for all.

Job Purpose :

The Plan Document Specialist is responsible for the preparation review and maintenance of retirement plan documents for ERISA-covered 401(k) and 403(b) plans non-ERISA 403(b) plans (including church plans) 457(b) plans and governmental plans. This role ensures compliance with IRS DOL and ERISA regulations through timely document restatements amendments SPD updates and participant notices. The position supports the compliance team during annual testing and filing seasons.

We are the perfect fit if you :

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Duties and responsibilities :

Required Qualifications

Preferred Qualifications

Skills and Knowledge :

Featured Benefits :

Travel :

Department Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : No Travel Required

Required Education : Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race / ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

E-Verify Program

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Required Experience :

IC

Key Skills

DRG,Acute Care,Adobe Acrobat,ICD-10,Records Management,Technical Writing,Clinical Documentation Improvement,Documentation Review,Sharepoint,cGMP,Document Management Systems,Document Management

Employment Type : Full-Time

Experience : years

Vacancy : 1