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Jacksonville, Florida, United States • On-site
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Analyze, interpret, and draft retirement plan documents to ensure regulatory compliance and alignment with client objectives. Support complex events such as plan mergers, conversions, and restatements while collaborating with legal and compliance teams.
Requires a bachelor's degree in business or finance and strong knowledge of ERISA, IRS rules, and defined contribution plan structures. Experience in analyzing plan amendments and restatements is essential, with professional certifications like QKA being preferred.
Job Title
Representative Senior, BPS Client Contact (Qualified Plan Document Analyst)
Intro:
At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you’re ready to grow your career and make an impact in fintech, we have one question: Are you FIS?
About the Role
You will analyze, interpret, and draft retirement plan documents to ensure compliance with regulatory requirements and alignment with client objectives. You will partner with cross-functional teams and clients to design, review, and maintain qualified plan documentation across its lifecycle. This includes supporting complex events such as plan mergers, conversions, and restatements. Success in this role is defined by accuracy, compliance adherence, and the ability to translate technical requirements into clear documentation.
What You Will Be Doing
• Analyze retirement plan documents to assess design features, compliance requirements, and regulatory alignment
• Translate business and client requirements into customized, compliant prototype plan documents
• Draft, maintain, and update plan documents including 401(k), profit sharing, and money purchase plans
• Perform protected benefits reviews to preserve participant rights during plan changes and conversions
• Identify inconsistencies, gaps, and risks across plan documents and recommend effective solutions
• Ensure all documents align with current IRS, ERISA, and applicable regulatory guidance
• Collaborate with internal stakeholders including legal, compliance, operations, and client-facing teams
• Support development of plan design documentation and implementation materials
• Manage multiple projects while meeting deadlines in a fast-paced, regulated environment
• Contribute to process improvements, quality standards, and documentation best practices
Required Qualifications
• Bachelor’s degree in business, finance, or related field, or equivalent practical 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 high attention to detail
• Strong analytical, problem-solving, and critical thinking skills
• Excellent written communication skills with the ability to produce clear, structured documentation
• Ability to manage multiple priorities and collaborate effectively across teams
Preferred Qualifications
• 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
What We Offer you
At FIS, you can grow your career as far as you want to take it. Here’s what else we offer:
Opportunities to make an impact in fintech
Personal and professional learning
Inclusive, diverse work environment
Resources to give back to your community
Competitive salary and benefits
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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