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Plan Document Specialist Jobs (NOW HIRING)

HUB

Plan Document Specialist

Austin, TX

$75K/yr

Job Title: Plan Document Specialist Location: (Hybrid) Compensation: $75,000 plus yearly 6% discretionary bonus (non-exempt $36.06 per hour) Department: Operations Reports To: ERISA Governance ...

BC&L INC

PLAN DOCUMENT SPECIALIST

Austin, TX

Maintain plan document tool and templates. * Responsible for staying up to date on regulation changes affecting all self-funded plans as it pertains to the plan document. * Work with Account ...

ASCENSUS

Senior Plan Document Compliance Specialist

$60K - $80K/yr

The Sr Plan Document Compliance Specialist is responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. They ...

Cooley LLP

Document Specialist

Chicago, IL

$68K - $120K/yr

Document Specialist Cooley is seeking a Document Specialist to join the Document Processing team ... plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter ...

Cooley LLP

Document Specialist

San Diego, CA

$68K - $120K/yr

Document Specialist Cooley is seeking a Document Specialist to join the Document Processing team ... plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter ...

Cooley LLP

Document Specialist

Los Angeles, CA

$68K - $120K/yr

Document Specialist Cooley is seeking a Document Specialist to join the Document Processing team ... plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter ...

Cooley

Document Specialist

Seattle, WA

$68K - $120K/yr

Document Specialist Cooley is seeking a Document Specialist to join the Document Processing team ... plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter ...

Cooley LLP

Document Specialist

Palo Alto, CA

$68K - $120K/yr

Document Specialist Cooley is seeking a Document Specialist to join the Document Processing team ... plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter ...

Cooley LLP

Document Specialist

Seattle, WA · On-site

$68K - $120K/yr

Document Specialist Cooley is seeking a Document Specialist to join the Document Processing team ... plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter ...

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Plan Document Specialist information

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How much do plan document specialist jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for plan document specialist in the United States is $24.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.40 per hour, depending on experience, location, and employer.

What is a plan document specialist?

A Plan Document Specialist is a professional responsible for drafting, reviewing, and maintaining legal documents associated with employee benefit plans, such as retirement or health plans. They ensure that these documents comply with federal regulations like ERISA and IRS requirements. Plan Document Specialists work closely with plan sponsors, administrators, and sometimes legal counsel to interpret and implement plan provisions. Their expertise helps organizations avoid costly compliance errors and ensures the smooth administration of benefit plans.

What are the key skills and qualifications needed to thrive as a plan document specialist?

To thrive as a Plan Document Specialist, you need a solid understanding of employee benefits plans, compliance regulations (such as ERISA), and strong attention to detail, often supported by a bachelor's degree in a related field. Familiarity with document management software, plan drafting tools, and regulatory databases is typically required, and certifications like CEBS can be advantageous. Excellent written communication, organizational skills, and the ability to interpret complex legal language help professionals stand out in this role. These competencies ensure accuracy, legal compliance, and clear communication with clients and stakeholders, which are crucial for successful plan administration.

What are some common challenges a plan document specialist faces when ensuring compliance with regulatory updates?

A Plan Document Specialist often needs to stay up-to-date with frequently changing regulations, such as IRS and ERISA requirements, to ensure all plan documents remain compliant. Interpreting complex legal language and applying it accurately to plan documents can be demanding, especially when managing multiple clients or plans simultaneously. Additionally, collaborating with legal, compliance, and client service teams is essential to clarify ambiguities and implement changes promptly. Attention to detail and strong organizational skills are key to overcoming these challenges.

What is the difference between Plan Document Specialist vs Benefits Coordinator?

AspectPlan Document SpecialistBenefits Coordinator
Required CredentialsTypically a bachelor's degree in related field; knowledge of plan documents and complianceOften a bachelor's degree; certifications like CBP or CEBS beneficial
Work EnvironmentOffice setting, reviewing and preparing plan documentsOffice environment, managing employee benefits and communication
Industry UsageUsed in insurance, HR, and benefits administration sectorsCommon in HR departments across various industries
Search & Comparison IntentOften compared for roles involving plan documentation and complianceCompared for roles focusing on benefits management and employee communication

The Plan Document Specialist primarily focuses on preparing, reviewing, and ensuring compliance of plan documents within insurance and benefits sectors. Benefits Coordinators handle employee benefits administration and communication. While both roles require knowledge of benefits and related credentials, their core responsibilities differ, with the specialist emphasizing documentation and compliance, and the coordinator focusing on benefits management and employee support.

More about Plan Document Specialist jobs

What states have the most Plan Document Specialist jobs?

States with the most job openings for Plan Document Specialist jobs include:

What job categories do people searching Plan Document Specialist jobs look for?

The top searched job categories for Plan Document Specialist jobs are:

Plan Document Specialist jobs near you
Infographic showing various Plan Document Specialist job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 80% In-person, 10% Hybrid, and 10% Remote job distribution, with an average salary of $50,388 per year, or $24.2 per hour.

Plan Document Specialist

Austin, TX • On-site

HUB International Limited

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

168th of 312 rated insurance

People enjoy working here

Good employer

Recommended by parents

Learn more about HUB International Limitedexternal

$75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Job Title: Plan Document Specialist
Location: (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 participant notices. The position supports the compliance team during annual testing and filing seasons.
We are the perfect fit if you:
  • Enjoy team collaboration
  • Thrive in a healthy company culture that recognizes success
  • Want to learn and grow your current skill set
  • Are seeking a progressive work environment at a rapidly growing organization
  • Have a desire to help others protect their future
  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Duties and responsibilities:
  • Draft, review, and maintain plan documents, adoption agreements, and amendments for 401(k), 403(b), 457(b), and governmental retirement plans
  • Prepare and update Summary Plan Descriptions (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements
  • Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0)
  • Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures
  • Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices
  • Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements
  • Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review
  • Monitor regulatory and legislative changes affecting plan document language and compliance deadlines
  • Support the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms
  • Coordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions
  • Assist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS)
  • Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines
  • Contribute to process improvements and standardization of document templates and workflows
  • Update internal recordkeeping systems and plan administration software to reflect current plan design provisions
  • Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors

Required Qualifications
  • Proven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and/or governmental plans
  • Strong working knowledge of ERISA, IRS, and DOL regulations as they relate to plan document compliance
  • Direct experience with plan restatements, amendments, and SPD preparation
  • Familiarity with both ERISA-covered and non-ERISA plans, including church plans
  • Understanding of legislative changes and their impact on plan documents (e.g., SECURE Act, SECURE 2.0, CARES Act)
  • Experience with IRS pre-approved and individually designed plan documents
  • High attention to detail with the ability to interpret complex regulatory language
  • Strong organizational and time-management skills with the ability to manage multiple deadlines
  • Proficiency with Microsoft Office (Word and Excel preferred)
  • Clear written and verbal communication skills

Preferred Qualifications
  • 3-5 years of experience in retirement plan document drafting or retirement plan administration
  • Experience working with a TPA, recordkeeper, benefits firm, or law firm specializing in employee benefits
  • Familiarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar)

Skills and Knowledge:
  • Regulatory compliance
  • Deadline-driven reporting
  • Analytical problem-solving
  • Clear written and verbal communication
  • Confidentiality and professionalism

Featured Benefits:
  • $75,000 per year
  • 6% yearly discretionary bonus
  • Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
  • Monday-Friday (8am-5pm)
  • 2 weeks of vacation, sick leave, personal days, and floating holiday's
  • Hybrid schedule after successful training period

Travel:
  • No travel required

Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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