Plan Document Specialist

Job description

Job Title: Plan Document Specialist Location: Austin, TX (Hybrid): Compensation: $75,000 plus yearly 6% discretionary bonus (non-exempt $36.06 per hour) Department: Operations Reports To: ERISA Governance Director Job Type: Full-Time: Hours: 8:00am-5:00pm Monday-Friday: About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job Purpose: The Plan Document Specialist is responsible for the preparation, review, and maintenance of retirement plan documents for ERISA-covered 401(k) and 403(b) plans, non-ERISA 403(b) plans (including church plans), 457(b) plans, and governmental plans. This role ensures compliance with IRS, DOL, and ERISA regulations through timely document restatements, amendments, SPD updates, and parti...