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FIS

Qualified Plan Document Analyst

FIS

full time · Mid

$70,390 – $119,670

Listed on FIS’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This role involves analyzing, interpreting, and drafting retirement plan documents to ensure they comply with IRS and ERISA regulations while meeting client needs. The position suits someone with expertise in qualified plans who can translate regulatory requirements into clear documentation and support complex plan events like mergers and conversions.

Our summary, not FIS’s wording. The full posting is on their site.

What they ask for

Required

  • Bachelor's degree in business, finance, or related field or equivalent experience
  • Strong knowledge of defined contribution retirement plans and plan document structures
  • Working knowledge of ERISA, IRS qualification rules, and regulatory compliance standards
  • Experience analyzing plan documents including amendments, restatements, and conversions
  • Ability to interpret complex legal and technical information with attention to detail
  • Strong analytical and problem-solving skills
  • Excellent written communication skills
  • Ability to manage multiple priorities and collaborate across teams

Nice to have

  • QKA (Qualified 401(k) Administrator) certification or advanced credential such as QKC or ERPA
  • Experience with plan mergers, conversions, and protected benefits analysis
  • Familiarity with plan document systems such as Relius or similar platforms
  • Experience maintaining plan document libraries or prototype language databases
  • Exposure to document quality assurance processes and discrepancy resolution

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