Plan Consultant - One Destiny Way, Westlake TX
4 days ago
Job Summary
Draft and execute Fidelity's Pre-Approved Plan Document, interpret plan provisions and recognize potential issues in document and operational integrity.
+
Responsibilities
- Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document.
- Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
The Vice President, Managing Director is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of plan sponsor relationships and 5 – 7 advisor ...
6 days ago
Financial planning at Fidelity? People-focused. Collaborative. Driven. · Provide consultative investment and financial planning guidance. · ...
2 days ago
Director, Product and Service Consultant- Retirement Services
Only for registered members
This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate clients in support of WI sales goals. · Project manage all aspects of the sales process from initial capabilities through proposals. · Assess plan ...
1 week ago
The Client Team Manager will provide day-to-day management of a team of associates that perform Defined Benefit administration services to Fidelity Defined Benefit clients. · ...
2 days ago
This role will manage the Investment Oversight Team to ensure assets are invested prudently and in line with investment policies and guidelines. · ...
2 days ago
The Senior Site Reliability Engineer provides day-to-day support and ensures stability for financial applications hosted on Amazon Web Services (AWS). They build and maintain Kubernetes clusters for containerized workloads supporting batch processing and real-time financial calcu ...
2 days ago