Plan Consultant

Summary

Ubiquity Retirement + Savings is seeking a Plan Consultant to support its Client Onboarding team. The role leads plan design consultations with new and converting plan sponsors, translates client elections into accurate plan documentation, manages onboarding handoffs, and resolves plan design and compliance questions while meeting service timelines.

Responsibilities

• Lead plan design discussions with new and converting plan sponsors, explaining available provisions, eligibility requirements, contribution formulas, vesting schedules, and other design options
• Walk clients through plan provisions clearly, ensuring sponsors understand the implications of their elections before they are finalized
• Answer client questions on plan design using industry expertise and sound judgment, recommending appropriate options based on client goals and plan requirements
• Identify plan design issues or potential compliance concerns during client discussions and resolve or escalate as needed
• Speak knowledgeably to plan compliance and calculation review results, including new comparability allocations, and explain outcomes and implications to clients
• Conduct calls with new and conversion clients to gather plan design elections, review provisions, and confirm requirements
• Serve as the primary point of contact for clients on plan design related questions throughout onboarding
• Manage multiple concurrent onboarding and conversion cases, ensuring timelines and SLAs are met
• Partner with the Documents team to translate client plan design decisions into accurate, updated plan documents
• Review draft plan documents against client elections for accuracy and completeness before finalization
• Take handoffs from Retirement Plan Consultants (RPCs), ensuring sales-stage context, client information, and elections transfer cleanly into onboarding
• Coordinate with Compliance, Conversions, and Client Experience teams as needed to resolve plan design or documentation questions
• Apply critical thinking and resourcefulness to independently resolve ambiguous or non-standard plan design situations
• Proactively identify gaps in the handoff process, documentation accuracy, or client communication and recommend improvements
• Maintain accurate, up-to-date case notes and documentation in Salesforce and Ubiquity systems

Benefits

• Health, dental, and vision coverage — 90% of your premium covered, 60% for dependents
• 401(k) with company match up to 4% of your gross annual pay
• $100/month wellness reimbursement + $300 home office stipend
• Fully remote, flexible work culture