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Plan Jobs in Dallas, TX (NOW HIRING)

Fidelity Investments

Plan Consultant

Westlake, TX · On-site

The Role As a Plan Consultant (PC), we draft and execute Fidelity's Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and ...

Sentry Insurance

Retirement Plan Executive

Dallas, TX · On-site

$150K - $175K/yr

What You'll Do As the Retirement Plan Executive, you'll be tasked with a 401(k) direct sales quota selling directly to the plan sponsor business owner. You'll create, monitor and revise lead ...

Foley & Lardner LLP

Manager, Retirement Plan

Dallas, TX · Hybrid

$116K - $175K/yr

The Manager, Retirement Plan leads the strategy, administration, and governance of the firm's retirement programs, ensuring compliance, operational excellence, and a positive participant experience.

IMA Financial Group

Retirement Plan Manager

Dallas, TX · On-site

$16.50 - $20.50/hr

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary ...

HomePro

Plan Prep Coordinator

Carrollton, TX · On-site

We're now expanding further and starting to explore for an enthusiastic Plan Prep Coordinator. If you are analytically minded, detail-oriented, and are looking to start your career in a supportive ...

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Showing results 1-20

All JobsPlan JobsPlan Jobs in Dallas, TX

Plan information

See Dallas, TX salary details

$35.3K

$69.1K

$108.8K

How much do plan jobs pay per year?

As of Aug 23, 2026, the average yearly pay for plan in Dallas, TX is $69,125.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,600.00 and $84,400.00 per year, depending on experience, location, and employer.

What is a plan?

Plan jobs typically refer to roles that involve planning, organizing, and coordinating various activities or projects within an organization. These positions can exist in a wide range of industries, including urban planning, event planning, strategic planning, and project management. Professionals in these roles are responsible for setting objectives, developing action steps, allocating resources, and ensuring that projects are completed efficiently and on time. Strong organizational, analytical, and communication skills are essential for success in planning positions.

What are the key skills and qualifications needed to thrive as a planner?

To thrive as a Planner, you need strong analytical skills, attention to detail, and typically a relevant degree in urban planning, logistics, or a related field. Familiarity with GIS software, project management tools, and data analysis systems is often required. Excellent communication, organization, and problem-solving abilities help you collaborate effectively and adapt to changing project needs. These skills ensure efficient planning processes, stakeholder alignment, and successful project outcomes.

What are the main challenges someone in a planning role might face when coordinating across multiple departments?

In a planning role, one common challenge is aligning the different priorities and timelines of various departments, such as marketing, finance, and operations. Planners often need to facilitate clear communication and negotiate compromises to ensure that all teams are moving toward common organizational goals. This requires strong organizational skills, attention to detail, and the ability to anticipate and resolve conflicts proactively. Building strong relationships and maintaining regular check-ins with stakeholders are key to overcoming these challenges and ensuring successful project execution.

What are the most commonly searched types of Plan jobs in Dallas, TX?

The most popular types of Plan jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Plan jobs?

Cities near Dallas, TX with the most Plan job openings:

Plan jobs near you
Infographic showing various Plan job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $69,125 per year, or $33.2 per hour.

Plan Consultant

Fidelity Investments

Westlake, TX • On-site

Full-time

Retirement

Posted 7 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Plan Consultant (PC), we draft and execute Fidelity's Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.

  • Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.

  • Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.

  • Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement

  • Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.

  • Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.

  • Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).

  • Sign documents on behalf of FMTC and Fidelity Workplace Services.

  • Participate in process improvement and companywide initiatives.

The Expertise and Skills You Bring

  • Previous Defined Contribution retirement plan experience preferred

  • Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.

  • College Degree or equivalent experience preferred

  • CPA, CEBS, ERPA or ASPPA designation(s) preferred

  • Strong contract negotiation skills: ability to articulate a point of view in a compelling & succinct manner

  • Excellent written and verbal communication skills

  • Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC

  • Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion

  • Demonstrated problem solving and client management abilities

  • Possess the ability to apply learning and comprehend and explain technical concepts

The Team

We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Compliance

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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