Spec Conversion Plan Coordination

Posted 2 Hours Ago
Be an Early Applicant
Bangalore, Bengaluru Urban, Karnataka, IND
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Provide daily administration and processing of 401(k) plan provisions, ensure compliance with plan rules, assist with qualified plan restatements by mapping prior provisions to prototype documents, evaluate amendment and document requests, respond to plan sponsor inquiries, and deliver customer service via phone, mail, and electronic channels.
Summary Generated by Built In

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.

Under direct supervision, assists in the administration of provisions tsmall/standard 401(k) plan documents ensuring that all plan document requests are processed according tthe company’s and the plan sponsors’ standards.

Essential Functions:
Responsible for the daily support and processing of retirement plan provisions ensuring compliance with plan rules and regulations.
Assist in the successful restatement of qualified plan documents by mapping prior plan provisions tnew prototype document provisions.
Evaluate amendment and document related requests and determine appropriate action.
Responds tplan sponsor requests for information; resolving plan sponsor administrative or service problems with regards tplan documentation rules and design.
Provide exceptional customer service tinternal and external customers via phone, mail and electronic media.
Other duties as assigned.
Minimum Qualifications:
Non-specialized bachelors degree; without a degree, 3 years minimum work experience with a portion of these 3 years in a related field
1-2 years related work experience
Proficiency in MS Office (Excel and Word)
Excellent verbal and written communication skills
Working Conditions/Physical Requirements:
Normal Office Working Conditions

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

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. 

Skills Required

  • Bachelor's degree or 3 years minimum work experience with a portion in a related field
  • 1-2 years related work experience
  • Proficiency in MS Office (Excel and Word)
  • Excellent verbal and written communication skills

Empower (empower) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Empower (empower) and has not been reviewed or approved by Empower (empower).

  • Retirement Support A 401(k) match up to 6% plus potential discretionary contributions and no‑cost financial planning signal strong retirement support. This focus on retirement consistently elevates the value of the total rewards package.
  • Healthcare Strength Comprehensive medical, dental, and vision coverage with mental‑health resources, wellness incentives, and HSA contributions indicates a robust health offering. Multiple plan options and supportive services (such as virtual care and second opinions) expand access and utility.
  • Leave & Time Off Breadth PTO programs (including Responsible Time for exempt roles), paid holidays, floating days, and paid volunteer hours offer strong time‑off coverage. These features contribute materially to overall compensation value.

Empower (empower) Insights

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The Company
HQ: Greenwood Village, CO
11,963 Employees

What We Do

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day. Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey. Disclosures: https://www.empower.com/social-media

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