Retirement Plan Document Consultant (Fintech)

TL;DR

Retirement Plan Document Consultant (Fintech): Reviewing and ensuring the accurate restatement and amendment of retirement plan documents for new and existing clients with an accent on regulatory compliance and ERISA guidelines. Focus on strategic consultation with internal and external partners to align plan design with IRS-mandated requirements and internal operational standards.

Location: Must be based in the U.S. (Remote)

Salary: $79,400 - $112,175

Company

A financial services organization dedicated to transforming financial lives through innovative retirement planning and wealth management solutions.

What you will do

• Consult on complex plan designs and coordinate execution of final plan documents and amendments to ensure regulatory compliance.
• Review retirement plan provisions to support accurate restatements for new and existing clients.
• Serve as a primary resource for plan sponsors, legal counsel, and financial advisors regarding hirify.global’s plan documents.
• Perform strategic reviews for IRS-mandated cyclical restatements to align plans with updated codes.
• Conduct quality assurance checks to validate operational alignment and document accuracy.
• Provide expert guidance on the application of protected benefits within defined contribution plans.

Requirements

• Bachelor's degree in Business, Finance, or equivalent experience.
• 3–5 years of experience in retirement plan administration, compliance, or document services.
• Solid understanding of ERISA, IRS regulations, and protected benefits rules.
• Proven ability to interpret legal documents, amendments, and fee schedules.
• Must be authorized to work for any employer in the U.S. (no visa sponsorship).
• Must provide a reliable high-speed internet connection in a home office environment.

Nice to have

• Experience with ASC and project management in document cycles.
• Strong Excel proficiency.
• Familiarity with 403(b), 457, or non-qualified plan documents.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance packages.
• 401(k) retirement savings plan with up to 6% company matching.
• Generous paid time off, company holidays, and paid volunteer time.
• Tuition reimbursement program up to $5,250 per year.
• Flexible work environment with a focus on internal mobility and career growth.
• Paid parental leave and comprehensive disability leave programs.