Sr Plan Document Compliance Specialist (Remote, USA)

Location: Remote, USA

Salary: $60,000–$80,000 annual base salary, based on experience, plus eligibility to participate in the company’s bonus program.

Company

hirify.global provides plan document and compliance support for retirement plan products and client transitions.

What you will do

• Review plan documents for new clients and ensure compliance standards are met across DC, DB, and NQ plans.
• Consult on plan design during design calls and explain document issues during client calls.
• Prepare initial document packages, including policies, forms, and notices, and enter document information into the CRM.
• Quality-review peer documents, policies, forms, amendments, and materials prepared by the Ongoing Document Team, Sales, and Transition Consultants.
• Maintain instructions, checklists, and plan design grids while supporting process improvements and cross-functional projects.
• Coordinate education and training for team members and provide document and compliance support to internal partners.

Requirements

• Minimum 10 years of plan document-related experience.
• Four-year or bachelor’s degree, or relevant work experience.
• Ability to research, problem-solve, and resolve complex issues.
• Ability to take a leadership role in departmental initiatives, process improvements, and projects involving internal partners and upper management.
• Ability to consistently achieve above-average review ratings.

Nice to have

• QKA (Qualified 401(k) Administrator) designation.

Culture & Benefits

• Remote position based in the USA.
• Eligibility to participate in the company’s bonus program.
• Opportunity to lead departmental initiatives, process improvements, and employee education.