Plan Consultant

Job Description: As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also execute the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language. Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes. Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features. Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement Communicate within the department and to appropriate business partners project progress, issues, and accomplishments. Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document. Negotiate service exceptions including modifications to the terms of the contract (Service Agreement). Sign documents on behalf of FMTC and Fidelity Workplace Services. Participate in process improvement and companywide initiatives. The Expertise and Skills You Bring Previous Defined Contribution retirement plan experience preferred. Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans. College Degree or equivalent experience preferred. CPA, CEBS, ERPA or ASPPA designation(s), a plus. Strong contract negotiation skills: ability to articulate a point of view in a compelling & succinct manner Excellent written and verbal communication skills Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion Demonstrated problem solving and client management abilities Possess the ability to apply learning and comprehend and explain technical concepts The Team We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity. Certifications: Category: Compliance Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy