Sr Plan Document Consultant
Voya Financial(21 days ago)
About this role
The Senior Plan Document Consultant at Voya is responsible for the installation and ongoing support of retirement plan documents for sponsor clients. The role serves as a central point between Sales and Client Transition teams to ensure plan specifications are accurately captured and transitioned into Voya’s OMNI platform. This position also supports pre-sales evaluation and contributes to improving plan document workflows and tools.
Required Skills
- Plan Design
- Document Drafting
- ERISA
- IRS Regulations
- Legal Research
- Client Consultation
- Salesforce
- Excel
- PowerPoint
- FIS ASP
+5 more
Qualifications
- B.S. or B.A. Degree
- OKA Designation
About Voya Financial
voya.comWe 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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