Job Information
Hub International Plan Document Specialist in Austin, Texas
Job Title: Plan Document Specialist
Location: Austin, TX (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.
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