Plan Document Consultant

Voya Financial(24 days ago)

HybridFull TimeMedior$85,000 - $95,000Plan Document Services

About this role

The Plan Document Consultant at Voya focuses on ensuring compliant and accurate retirement plan documentation for tax-qualified and tax-exempt plans. The role supports onboarding and coordination with sponsors, advisors, and internal teams to align plan specifications with Voya’s platform capabilities. This position is remote-friendly but requires periodic travel to a Voya office within a 50-mile radius.

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Required Skills

Plan Drafting
Plan Design
ERISA
IRS Regulations
Legal Research
Client Consultation
Non-Discrimination Testing
Salesforce
DocuSign
Microsoft Excel

About Voya Financial

voya.com

We help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.

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