Sr Plan Document Consultant

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:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• 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

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.