1+ months

Plan Design Consultant IV

Florham Park, NJ 07932

ADP is hiring a Document Compliance Analyst. In this position you will be responsible for review of conversion plan 401k plan documents and creation of ADP adoption agreement necessary for approval and onboarding to ADP. Builds and manages relationship with internal and external parties through plan approval phase, consults client to ensure plan is in compliance with applicable IRS and DOL regulations, determine best-fit provisions for ADP plan and provides solutions that are compatible with ADP prototype plan document and recordkeeping platform. Researches and responds to technical inquiries about plan provisions from internal teams.

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.


  • Work with client, FA, prior recordkeeper and other ADP departments to obtain required plan documentation for review.
  • Analyze existing plan documentation to identify plan provisions, features, and benefits. Identify any issues that could lead to plan qualification issues and address with client.
  • Create ADP plan documents that account for prior plan protected benefits and desired plan changes within IRS/DOL regulations.
  • Communicate ADP plan provisions to client and secure signed ADP documents for approval and plan set up
  • Maintain documentation based on department standards to facilitate seamless implementation process and limit ADP liability
  • Maintain familiarity with applicable laws and regulations and ADP product and service offering
  • Assist with research and resolution of escalated issues from client or internal departments.
  • Participate on team projects and stretch assignments as appropriate
  • Recommend procedural changes and take the lead on rollout and implementation


  • Bachelor's Degree or Equivalent in Education & Experience Required

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:
  • CEBS or ASPPA certification preferred
  • Knowledge of defined contribution industry with understanding of ERISA and IRS regulations regarding qualified plans preferred
  • Ability to analyze complex situations, and deliver solutions that align with ADPs business objectives and client expectations
  • Ability to work on multiple projects simultaneously and prioritize tasks to meet deadlines
  • Effective problem solving and organizational, oral/written communication skills
  • Ability to learn quickly and continuously and adapt to changing business needs in fast paced high volume environment
  • Ability to work in team environment and partner with Sales, Implementation and Financial Advisors
  • Self-motivated and service/solutions oriented

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE Magazine, and recognized by DiversityInc as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.


Posted: 2020-10-21 Expires: 2020-12-19

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Plan Design Consultant IV

Florham Park, NJ 07932

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