Voya Financial · 22 hours ago
Sr Plan Document Consultant
Hartford, CT
Full-time
Onsite
Senior Level, Lead/Staff
$90K/yr - $120K/yr
10+ years expVoya Financial is dedicated to providing financial opportunities for everyone, and they are seeking a Sr Plan Document Consultant to support their plan document services. The role involves managing plan document installations, conducting consultations with plan sponsors, and ensuring a smooth transition from plan design to implementation.
Financial Services
Responsibilities
Have a detailed understanding and ability to interpret sophisticated plan documents and code provisions, including a familiarity with Pre-Approved, Custom and Volume Submitter documents for tax- exempt (401(a) 403(b) and 457(b) Plans) and corporate sponsors (401(k) Plans
Prepare and maintain all Plan Documents for startup, spinoff, and conversion retirement Plans, including Plan Amendments, Restatements, Summary Plan Descriptions, and all supporting documents
Successfully manage the plan document restatements from start to finish
Collaborate with Plan Sponsors and Advisors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications
Offer comprehensive plan design consultations with plan sponsors during the onboarding process
Assist in the development workflows, tools, and procedures to enhance the client experience around Voya’s plan document services
Perform merger comparisons and protected benefits analysis of both pre-approved and individually designed plan documents
Aid in pre-sales reviews of plan documentation to assist the sales and client services departments to evaluate potential business
Conduct legal research related to guidance provided by the DOL and IRS, ERISA regulations, applicable legislative and judicial updates as well as state and federal regulations
Provide consultative support to internal partners, reviewed complex and unique requests with subject matter experts from legal, product, and operational support teams to confirm internal operating procedures and leverage findings to draft plan documents and amendments that align with record keeping capabilities
Identify plan provisions that may not be supported by the Voya pre-approved plan document or product offer and consult with clients and related parties to identify alternative plan design solutions
Collaborate with the Legal Team to answer and research complex plan operational questions
Assist with the training and peer review of Plan Document Consultants
Qualification
Required
Have a detailed understanding and ability to interpret sophisticated plan documents and code provisions, including a familiarity with Pre-Approved, Custom and Volume Submitter documents for tax-exempt (401(a) 403(b) and 457(b) Plans) and corporate sponsors (401(k) Plans)
Prepare and maintain all Plan Documents for startup, spinoff, and conversion retirement Plans, including Plan Amendments, Restatements, Summary Plan Descriptions, and all supporting documents
Successfully manage the plan document restatements from start to finish
Collaborate with Plan Sponsors and Advisors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications
Offer comprehensive plan design consultations with plan sponsors during the onboarding process
Assist in the development workflows, tools, and procedures to enhance the client experience around Voya's plan document services
Perform merger comparisons and protected benefits analysis of both pre-approved and individually designed plan documents
Aid in pre-sales reviews of plan documentation to assist the sales and client services departments to evaluate potential business
Conduct legal research related to guidance provided by the DOL and IRS, ERISA regulations, applicable legislative and judicial updates as well as state and federal regulations
Provide consultative support to internal partners, reviewed complex and unique requests with subject matter experts from legal, product, and operational support teams to confirm internal operating procedures and leverage findings to draft plan documents and amendments that align with record keeping capabilities
Identify plan provisions that may not be supported by the Voya pre-approved plan document or product offer and consult with clients and related parties to identify alternative plan design solutions
Collaborate with the Legal Team to answer and research complex plan operational questions
Assist with the training and peer review of Plan Document Consultants
Proficient knowledge of ERISA and IRS regulations relating to retirement plans
Considerable background 10+ years in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing
Ability to operate and prioritize deliverables in a multi-tasking environment
Knowledge of Microsoft applications including Excel, Word Teams, and PowerPoint
Experience with FIS ASP, Exchange, and DMS tools is essential
Salesforce experience
Positive, collaborative, and proactive attitude
Preferred
B.S or B.A. Degree preferred
OKA Designation or equivalent preferred
Benefits
Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
H1B Sponsorship
Voya Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
2026-01-16
2026-01-09
Coverager - Insurance news and insights
2025-12-24
Company data provided by crunchbase