Sr Plan Document Consultant

About this role

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity: The Sr. Plan Document Consultant is responsible for the installation and ongoing plan document support of plan sponsors that meet the criteria for Voya’s plan document services. This role plays a critical part in supporting Sales and Client Transition Management teams by providing plan design consultations, conducting plan design reviews, drafting plan documents aligned with OMNI platform capabilities, and ensuring a seamless transition from plan design through implementation for onboarding clients.   The Contributions You’ll Make: • Develop, prepare, and maintain plan documents for startup, spinoff, and conversion retirement plans, including plan amendments, restatements, summary plan descriptions, and supporting documentation. • Interpret and apply complex retirement plan provisions and regulatory requirements, including Pre-Approved, Custom, and Volume Submitter plan documents for tax-exempt and corporate retirement plans. • Successfully manage plan document restatement projects from initiation through completion. • Collaborate with plan sponsors and advisors to design defined contribution plans that align with client objectives and regulatory requirements. • Provide comprehensive plan design consultations during the client onboarding process. • Support Sales and Client Services teams through pre-sales reviews of plan documentation and evaluation of potential business opportunities. • Perform merger comparisons and protected benefits analyses for both pre-approved and individually designed plan documents. • Conduct legal and regulatory research related to Department of Labor (DOL), Internal Revenue Service (IRS), ERISA, legislative, judicial, state, and federal guidance impacting retirement plans. • Partner with Legal, Product, and Operations subject matter experts to evaluate complex plan requests and ensure plan documents align with operational capabilities and procedures. • Identify plan provisions not supported by existing product offerings or pre-approved documents and recommend alternative plan design solutions. • Collaborate with the Legal team to research and resolve complex operational and compliance questions. • Assist in the development of workflows, tools, and procedures designed to improve the client experience and enhance plan document services. • Support the training, mentoring, and peer review of Plan Document Consultants.

  Minimum Knowledge & Experience: • Bachelor's degree. • 10+ years of defined contribution and qualified retirement plan experience, including plan design consultation, sales support, document drafting, and nondiscrimination testing. • Strong knowledge of ERISA and IRS regulations governing retirement plans. • Experience interpreting sophisticated retirement plan documents and applying regulatory requirements. • Experience with FIS ASP, Exchange, and DMS systems. • Working knowledge of Microsoft Office applications, including Excel, Word, PowerPoint, and Teams. • Salesforce experience. • Demonstrated ability to manage multiple priorities and operate effectively in a fast-paced environment. • Strong analytical, communication, consultation, and problem-solving skills. • Positive, collaborative, and proactive approach to work.

  Preferred Knowledge & Experience: • QKA designation or equivalent professional certification. • Experience supporting tax-exempt retirement plans, including 401(a), 403(b), and 457(b) plans. • Experience with merger and acquisition plan reviews, protected benefits analyses, and complex plan conversions. • Experience collaborating with legal and operational partners on document development and regulatory interpretation.

  How This Role Aligns to Our Core Four: At Voya, our Core Four represent the behaviors and outcomes that drive success. This role contributes by delivering compliant plan solutions, enhancing client experiences, and partnering across the organization to support retirement plan excellence. • Instill Customer Obsession – Provide consultative plan design expertise and responsive support that helps plan sponsors and advisors make informed decisions and achieve successful outcomes. • Transform with Automation/AI – Leverage technology, workflow enhancements, automation, and AI-enabled tools to improve document accuracy, efficiency, and client experience. • Drive Higher Performance Through Our People – Collaborate with Sales, Client Transition Management, Legal, Product, and Operations teams while supporting the development and training of peers. • Execute on the Fundamentals – Maintain a strong focus on regulatory compliance, document accuracy, operational alignment, and disciplined project execution across all plan document activities.

Compensation Pay Disclosure:

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