Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut); Radnor, PA (Pennsylvania)
Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance: is not available for this opportunity.
Requisition #: 72423
The Role at a Glance
As the Retirement Plan Document Auditor, you will be joining an experienced and dynamic team consulting on and reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans, as well as client-requested and IRS-required restatements and amendments. As Auditor, you will perform a thorough quality-review of team members’ work to ensure each plan’s design meets our clients’ needs, while observing Lincoln’s service offerings, and adhering to legislative and regulatory compliance standards. Quality reviews include evaluations of all complexity levels of new and existing plan documents and related materials to complete the entire plan-level review, discussion, document generation, and delivery process.
What you’ll be doing
- Performing detailed reviews, evaluating plan documents for compliance and qualification, and identifying potential risks and/or financial liability to clients and/or Lincoln
- Serving as a technical resource for team members on plan design, compliance, and problem resolution
- Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting all required internal, regulatory, and legislative deadlines
- Leading or participating in projects to champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise initiatives
- Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
- Partnering with the team’s director and technical leaders to establish department guidelines and capture and communicate challenges and trends
What we’re looking for
Must-haves:
- 3 – 5+ years of experience in retirement plan document consultation, preparation, and quality assurance
- Bachelor’s degree or equivalent work experience (4 +years of related experience in lieu of Bachelor’s)
- Demonstrated knowledge of laws and regulations (IRS, DOL, ERISA, etc.) related to qualified and non-qualified retirement plans of varying types and plan design
Nice-to-haves:
- Retirement Plan services certification through industry organization (ASPPA, NTSA, CEBS)
- Retirement plan design and administration credentials such as QKA, QKC, QPC, and/or TGPC
- Experience with document generation systems such as ASC, FIS Relius, ftwilliam
- Working knowledge across all types of DC plans, ie. 401(a)/(k), 403(b), and 457(b) plans, including church and governmental plans
#LI-Remote
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:
- A clearly defined career framework to help you successfully manage your career
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
- Effective productivity/technology tools and training
Pay Range: $65,700 – $118,300
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. As of December 31, 2022, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $299.2 billion in end-of-period account balances, net of reinsurance as of June 30, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies 2022. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2023 World’s Most Ethical Companies®.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln’s fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.