Analyst Plan Documents

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Job Summary

The Analyst – Plan Document is responsible for supporting new client onboarding by mapping plan provisions to the Empower Recordkeeping System and implementing client-requested updates to existing plans. The role ensures accuracy, compliance, and timely delivery while maintaining strong communication with internal partners and clients

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Primary Duties And Responsibilities

• Analyze and interpret complex retirement plan documents to prepare accurate plan amendments, restatements, and related documentation per client and regulatory requirements
• Map plan provisions accurately to Empower’s Recordkeeping System, ensuring compliance with plan design and client specifications
• Coordinate with internal teams such as Plan Setup, Compliance, and Client Services to ensure seamless and timely plan onboarding and maintenance
• Keep abreast of regulatory and compliance developments through continuous self-learning.
• Operate effectively in a fast-paced environment requiring adaptability and continuous learning.
• Stay updated on IRS, DOL, and ERISA regulations impacting qualified retirement plans.
• Acts as a key liaison between India and U.S. teams, ensuring seamless communication and timely resolution of process-specific queries with both upstream and downstream partners.
• Collaborates with cross-functional stakeholders to co-create, evaluate, and validate effective solutions.
• Demonstrates a strong solution-oriented mindset and works collaboratively to drive team success.
• Maintains proactive communication and promptly addresses issues to prevent escalation and ensure smooth operations.
  
  

Background And Qualifications

• Bachelors Degree in any stream, Law Degree would be preferred but not mandatory
• 2-3 Years of experience in any financial domain. US retirement industry would be added advantage
• Proficient in Microsoft Office tools like Excel, Word, and Outlook
• Strong written and verbal communication skills for client and stakeholder interaction
• Proficiency in Excel (pivot tables, formulas, VLOOKUP) and compliance platforms (Relius, ASC, ftwilliam.com).
  
  

Required Skill Sets

• Strong control mindset with an aptitude to identify & assess operational risk issues
• Should be a self-starter and carry a proactive & positive approach
• Solution driven approach
• Be able to induce positive partnership
• Ability to multi-task and capable of delivering on multiple priorities
• Able to grasp/learn new concepts, policies and procedures quickly
• Ability to work under pressure and make accurate decisions in stressful situations
• Possess good analytical skill
• Critical thinking and problem-solving skills
  
  

Physical Requirements

Standard office environment with extended computer use, concentration, problem-solving, and communication tasks.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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