{"id":1565463,"url":"https://alion.io/job/hub-international-plan-document-specialist","title":"Plan Document Specialist","company":{"id":1768415,"name":"HUB International","domain":"hubinternational.com","url":"https://alion.io/company/hubinternational-com","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":92,"ghost_share":0,"stale_share":0.989,"repost_share":0,"time_to_fill_p50_days":19,"computed_at":"2026-10-14T06:34:16Z"}},"role":"HR","role_family":"HR","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-07-08T00:00:00Z","employer_posted_date":"2026-07-08","last_verified_at":"2026-10-14T07:10:24Z","board_verified":true,"closed_at":null,"days_open":98,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":98},"description":"Job Title: Plan Document Specialist\nLocation: (Hybrid)\nCompensation: $75,000 plus yearly 6% discretionary bonus (non-exempt $36.06 per hour)\nDepartment: Operations\nReports To: ERISA Governance Director\nJob Type: Full-Time\nHours: 8:00am-5:00pm Monday-Friday\nAbout Us:\nHUB 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.\nAbout HUB Retirement & Private Wealth (RPW):\nWe 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.\nJob Purpose:\nThe 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.\nWe are the perfect fit if you:\nEnjoy team collaboration\nThrive in a healthy company culture that recognizes success\nWant to learn and grow your current skill set\nAre seeking a progressive work environment at a rapidly growing organization\nHave a desire to help others protect their future\nHave an entrepreneurial spirit and are challenged by the opportunity to grow the business\nDuties and responsibilities:\nDraft, review, and maintain plan documents, adoption agreements, and amendments for 401(k), 403(b), 457(b), and governmental retirement plans\nPrepare and update Summary Plan Descriptions (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements\nExecute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0)\nPrepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures\nEnsure plan documents accurately reflect each plan sponsor's design elections and operational practices\nReview plan amendments for consistency with IRS pre-approved and individually designed plan requirements\nMaintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review\nMonitor regulatory and legislative changes affecting plan document language and compliance deadlines\nSupport the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms\nCoordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions\nAssist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS)\nManage multiple plan document projects simultaneously while meeting strict regulatory deadlines\nContribute to process improvements and standardization of document templates and workflows\n Update internal recordkeeping systems and plan administration software to reflect current plan design provisions\n Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors\nRequired Qualifications\nProven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and/or governmental plans\nStrong working knowledge of ERISA, IRS, and DOL regulations as they relate to plan document compliance\nDirect experience with plan restatements, amendments, and SPD preparation\nFamiliarity with both ERISA-covered and non-ERISA plans, including church plans\nUnderstanding of legislative changes and their impact on plan documents (e.g., SECURE Act, SECURE 2.0, CARES Act)\nExperience with IRS pre-approved and individually designed plan documents\nHigh attention to detail with the ability to interpret complex regulatory language\nStrong organizational and time-management skills with the ability to manage multiple deadlines\nProficiency with Microsoft Office (Word and Excel preferred)\nClear written and verbal communication skills\nPreferred Qualifications\n3-5 years of experience in retirement plan document drafting or retirement plan administration\nExperience working with a TPA, recordkeeper, benefits firm, or law firm specializing in employee benefits\nFamiliarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar)\nSkills and Knowledge:\nRegulatory compliance\nDeadline-driven reporting\nAnalytical problem-solving\nClear written and verbal communication\nConfidentiality and professionalism\nFeatured Benefits:\n$75,000 per year\n6% yearly discretionary bonus\nMedical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave\nMonday-Friday (8am-5pm)\n2 weeks of vacation, sick leave, personal days, and floating holiday’s\nHybrid schedule after successful training period\nTravel:\nNo travel required\nDepartment Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired 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.\nE-Verify Program\nWe 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 . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.","description_format":"text","description_chars":6187,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Dental insurance","Health insurance","Life insurance","Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-01T05:55:47Z"}],"visa":[],"liveness":{"score":5,"band":"cold","label":"Long shot","p_open":1,"p_active":0.186,"p_room":0.28,"age_days":98,"expected_fill_days":19,"reasons":["conf:5","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-14T06:34:16Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":false},"html_url":"https://alion.io/job/hub-international-plan-document-specialist","json_url":"https://alion.io/job/hub-international-plan-document-specialist.json","meta":{"generated_at":"2026-10-14T10:52:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":12939,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1768415},"rest":"https://alion.io/mcp/rest/get_company?id=1768415"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fhub-international-plan-document-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fhub-international-plan-document-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fhub-international-plan-document-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/hub-international-plan-document-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fhub-international-plan-document-specialist"}]}