Plan Consultant
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Job Description
Plan Consultant guiding retirement plan sponsors through plan design and onboarding at Ubiquity. Translating client elections into compliant documents and coordinating cross-functional implementation.
Responsibilities:
- Lead plan design discussions with new and converting plan sponsors
- Explain plan provisions, eligibility requirements, contribution formulas, vesting schedules, and design options
- Guide clients through plan elections and explain their implications
- Answer plan design questions and recommend appropriate options
- Identify and resolve or escalate plan design issues and compliance concerns
- Explain plan compliance and calculation review results, including new comparability allocations
- Conduct new and conversion client calls to gather elections, review provisions, and confirm requirements
- Serve as the primary contact for plan design questions throughout onboarding
- Manage concurrent onboarding and conversion cases while meeting timelines and SLAs
- Translate client decisions into accurate, updated plan documents with the Documents team
- Review draft plan documents against client elections
- Manage handoffs from Retirement Plan Consultants into onboarding
- Coordinate with Compliance, Conversions, and Client Experience teams
- Maintain case notes and documentation in Salesforce and Ubiquity systems
- Identify process, documentation, and communication gaps and recommend improvements
Requirements:
- Client-facing experience in plan design consultation and/or retirement plan onboarding
- Knowledge of plan provisions, eligibility requirements, contribution formulas, and vesting schedules
- Knowledge of plan compliance and calculation review results, including new comparability allocations
- Ability to independently resolve ambiguous or non-standard plan design situations
- Critical thinking, sound judgment, and resourcefulness
- Ability to manage multiple concurrent onboarding and conversion cases while meeting timelines and SLAs
- Ability to review plan documents for accuracy and completeness
- Salesforce and Ubiquity systems proficiency
- Availability to work 8:00 a.m.–5:00 p.m. or 9:00 a.m.–6:00 p.m. Pacific Time
Benefits:
- Health, dental, and vision coverage — 90% of your premium covered, 60% for dependents
- 401(k) with company match up to 4% of your gross annual pay
- $100/month wellness reimbursement
- $300 home office stipend
- Fully remote, flexible work culture
- Opportunity to earn an additional 5% in variable compensation based on performance
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