Sr. Consultant, Plan Document

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Date: Jan 16, 2026

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Work from Home; Fort Wayne, IN (Indiana)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 75631

The Role at a Glance

We are excited to be hiring a Sr. Plan Document Consultant on our Retirement Plan Services Plan Document Team. As our business continues to grow and evolve, we are enhancing our plan document services to meet increasing demand and ensure continued excellence in retirement plan document compliance and service delivery. In this role, you will join an experienced and dynamic team consulting on, preparing, generating, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans. Focusing on complex implementation (new business) assignments, you will coordinate with Lincoln business partners, financial professionals, and plan sponsors to complete the entire plan-level review, discussion, document generation, and delivery process. All work passes through a quality-review process to ensure plan design meets client needs, aligns with Lincoln’s service offerings, and adheres to legislative and regulatory compliance standards.

What you'll be doing

• Serving as a senior technical subject matter expert, providing guidance on complex plan design, compliance, and regulatory interpretation
• Performing advanced, detailed reviews of plan documents to ensure qualification and regulatory compliance, and identifying potential risks and/or financial liability to clients and/or Lincoln
• Consulting on, preparing, generating, and quality reviewing plan documents (new and takeover plans), and completing end-to-end plan-level processes from review and discussion through delivery
• Coordinating with internal partners, financial professionals, and plan sponsors to achieve timely, accurate document outcomes and a high-quality client experience
• Fostering positive relationships, ensuring client satisfaction and retention of plan assets, while meeting required internal, regulatory, and legislative deadlines
• Leading or participating in projects that enhance organizational initiatives by positively influencing and supporting change management and/or departmental and enterprise efforts
• Following team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
• Staying current on industry trends, regulatory changes, and best practices to ensure compliance and continuous improvement
• Handling complex inquiries and providing clear, effective communication to internal and external stakeholders

What we’re looking for

Must-haves:
• Bachelor’s degree or equivalent experience (4 years in lieu of degree)
• 5+ years of experience working with qualified retirement plan documents, plan design consulting, or a related compliance role
• Expertise in the laws and regulations (IRS, DOL, ERISA, etc.) related to qualified and non-qualified retirement plans of varying types and plan design, such as 401(a)/(k), 403(b), and 457(b) plans, including church and governmental plans
• Strong analytical, problem-solving, and written communication skills
• Proven ability to manage complex assignments, competing priorities, and deadlines in a fast-paced environment
• Experience with document generation systems (e.g., ASC, ftwilliam.com, Relius)
• Proficiency in Microsoft Office Suite
• ASPPA or related industry designations such as QKA, QKC, and TGPC required

Nice-to-haves:
• Experience with MEP and/or PEP plan design
• Experience supporting regulatory plan restatements and plan amendment cycles
• Experience serving as a technical resource for complex projects or leading process improvement initiatives
• Familiarity with SS&C Chorus/AWD (Automated Work Distributor)

Application Deadline

Applications for this position will be accepted through February 6th, 2026, subject to earlier closure due to applicant volume

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training

The pay range for this position is $93,300 - $169,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Nearest Major Market: Fort Wayne
Job Segment: Compliance, Liability, Outside Sales, Business Process, Change Management, Legal, Insurance, Sales, Management

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