Plan Document Specialist

Description

s (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements

• Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0)
• Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures
• Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices
• Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements
• Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review
• Monitor regulatory and legislative changes affecting plan document language and compliance deadlines
• Support the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms
• Coordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions
• Assist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS)
• Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines
• Contribute to process improvements and standardization of document templates and workflows
• Update internal recordkeeping systems and plan administration software to reflect current plan design provisions
• Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors

Required Qualifications

Preferred Qualifications

Skills and Knowledge :

Featured Benefits :

Travel :

Department Account Management & ServiceRequired Experience : 2-5 years of relevant experienceRequired Travel : No Travel RequiredRequired 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.