Job Description

Amendment Consultant II

The Role

The Amendment Consultant (AC) provides document and administrative support to clients and business partners who maintain an existing book of business of over 23,000 plans. The AC uses written procedures to make decisions and independently coordinate with others regarding business policies, procedures and documentation. This position requires knowledge of ERISA and the DOL regulations qualified plan rules under the Internal Revenue Code. The AC will interpret, apply, and make good judgment calls independently. One will assist and instruct others on decisions to be made in processing amendments. The AC supports Emerging/Mid/Advisor markets using the volume submitter document and partners closely with Client Relationship Management to ensure successful completion of more than 20,000 amendments a year. The AC generates solutions for standardized, lower complexity plan amendments.

The AC has the authority to make decisions related to the amendment projects that they are working on. Ultimately, they sign on behalf of Fidelity Management Trust Company (FMTC) and understand the importance of the representation.

• Assigned to complete a book of both standardized and sophisticated plan amendments

• Countersign on behalf of Fidelity, including amendments worked by interns and temporary workforce

• Responds to clients and relationship managers

• Has a proven understanding of the client s objectives and offer assistance and possible options

• Makes decisions based on protecting the client and Fidelity

• Communicates status of amendment to the client and Client Relationship Management

• Handles workflow with India business partners and addresses their inquiries

• Independently determines documents are in good order, signed, and acceptable before countersigning on behalf of FMTC

• May assist in training and mentoring of new teammates, or interns/temporary workforce

The Expertise and Skills You Bring

• 5-7 years of defined contribution retirement plan experience

• Previous work experience with Plan Central, XTRAC, Docusign, WPDT, Salesforce a plus

• Specialist understanding of ERISA, IRC, and DOL regulations related to 401(k) plans

• Strong digital literacy; MS Office Suite

• Understanding of the 401(k) industry

• Knowledge of Fidelity products, services, policies and procedures

• Ability to prioritize workload based on timing needs, risk, and client expectations

• Effective time management

• Excellent written and verbal communication

• Ability to articulate a point of view in a compelling & succinct manner

• Ability to work independently in a fast paced environment & handle large volume of work

• Ability to comprehend and explain technical concepts

The Team

The Amendment Consulting Team is a pivotal group that ensures the maintenance of existing client volume submitter plan documents and service agreement contracts. The Amendment team is the control point for updates as well as ensuring the WI Defined Contribution Recordkeeping systems align with the plans provisions. This role as the amendment expert for WI Core market clients, consults with Managing Directors and clients to ensure that each amendment meets a clients desired outcome and is executed exactly to direction. The role adds value by ensuring that plan provisions will work seamlessly with Fidelity services once live. The Amendment Consultant role is actively engaged with Managing Directors, Testing and Reporting, Systems Installation Group, Billing and Conversion Services to coordinate updates.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com

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