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Form of workRole
The Associate on the 5500/QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business consisting mostly of mid-market clients, with some large plan clients. The Associate works on plans with moderate complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. This position is also responsible for managing the relationships with clients' service providers - such as auditors, trustees, record keepers, and insurance agents. The Associate also acts as a technical resource for clients, colleagues, and various business partners.
The Associate will also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.
The Expertise and Skills You Have
Bachelor's degree or equivalent work experience
3+ years of experience working with Form 5500 filings
3+ years of experience with DB, DC, or Health & Welfare plans
You have impressive oral and written communication skills.
You maintain a focus on quality, details, and meeting client expectations.
You demonstrate a strong customer service approach.
You are organized, self-motivated, and focused on meeting deadlines.
You have the ability to balance and prioritize multiple client relationships and deliverables.
You have strong PC skills - including Microsoft applications.
Accurate, efficient, and timely preparation of Form 5500 filings and provide related consulting for DB, DC, H&W and Puerto Rico benefit plans.
Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals.
Develop positive relationships with clients - including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners - including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers.
Act as a resource for questions regarding 5500 services to our business partners and colleagues. Keep informed of ERISA, DOL, and IRS regulations in regards to 5500 reporting.
Work on special projects.
Expand overall knowledge of the Workplace Consulting Group.
Review/Qualify Domestic Relations Orders and prepare communications for involved parties.
The Team
This role will reside within Workplace Consulting's Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE's interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to tackle problems and be empowered to make decisions based on trends, issues, and business drivers.
The base salary range for this position is $58,000-$91,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
