Plan Consultant

Ubiquity Retirement + Savings

. Lead plan design discussions with new and converting plan sponsors .

Posted 9/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in plan design consultation and onboarding, with a strong focus on compliance, documentation accuracy, and client communication. Proficient in managing multiple concurrent cases while ensuring adherence to timelines and service level agreements.

Highest-signal resume keywords

Plan Design ConsultationPlan Compliance KnowledgeSalesforce ProficiencyClient-Facing ExperienceCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan ProvisionsEligibility RequirementsContribution FormulasVesting SchedulesCalculation ReviewNew Comparability AllocationsDocument Review

Soft Skills

Sound JudgmentResourcefulnessAbility to Resolve Ambiguity

Tools & Technologies

SalesforceUbiquity Systems

Industry Keywords

Retirement Plan OnboardingPlan Design IssuesClient ExperienceOnboarding TimelinesDocumentation Gaps

About the role

Key responsibilities & impact

Lead plan design discussions with new and converting plan sponsors
Explain plan provisions, eligibility requirements, contribution formulas, vesting schedules, and design options
Guide clients through plan elections and explain their implications
Answer plan design questions and recommend appropriate options
Identify and resolve or escalate plan design issues and compliance concerns
Explain plan compliance and calculation review results, including new comparability allocations
Conduct new and conversion client calls to gather elections, review provisions, and confirm requirements
Serve as the primary contact for plan design questions throughout onboarding
Manage concurrent onboarding and conversion cases while meeting timelines and SLAs
Translate client decisions into accurate, updated plan documents with the Documents team
Review draft plan documents against client elections
Manage handoffs from Retirement Plan Consultants into onboarding
Coordinate with Compliance, Conversions, and Client Experience teams
Maintain case notes and documentation in Salesforce and Ubiquity systems
Identify process, documentation, and communication gaps and recommend improvements

Requirements

What you’ll need

Client-facing experience in plan design consultation and/or retirement plan onboarding
Knowledge of plan provisions, eligibility requirements, contribution formulas, and vesting schedules
Knowledge of plan compliance and calculation review results, including new comparability allocations
Ability to independently resolve ambiguous or non-standard plan design situations
Critical thinking, sound judgment, and resourcefulness
Ability to manage multiple concurrent onboarding and conversion cases while meeting timelines and SLAs
Ability to review plan documents for accuracy and completeness
Salesforce and Ubiquity systems proficiency
Availability to work 8:00 a.m.–5:00 p.m. or 9:00 a.m.–6:00 p.m. Pacific Time

Benefits

Comp & perks

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
Opportunity to earn an additional 5% in variable compensation based on performance