Plan Consultant

Fidelity(27 days ago)

HybridFull TimeMedior$82,994 - $110,868 (estimated)Compliance

About this role

The Plan Consultant supports Fidelity’s Workplace Investing Implementation team by managing plan document and contract processes for employer retirement plans. The role focuses on ensuring documents align with Fidelity’s Pre-Approved Plan Document and applicable regulations while working with employers, advisors, and internal partners. It operates within Fidelity’s compliance framework for retirement plan conversions and corporate actions.

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Required Skills

Contract Negotiation
Plan Analysis
ERISA Knowledge
Retirement Plans
Client Management
Communication
Microsoft Office
Salesforce
Time Management
Problem Solving

+3 more

Qualifications

College Degree
CPA
CEBS
ERPA
ASPPA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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