Plan Provisions Specialist

Core Responsibilities

• Leads the review and interpretation of the client's plan document and developing it into system requirements. Ensures compliance with ERISA in accordance with Vanguard’s policies and procedures.
• Designs and implements the system set-up of all IIG systems. Exhibits expertise of system set-up, and utilizes knowledge to facilitate execution of system set-up for more complex projects Develops, monitors, and owns project plan and schedule for system set-up.
• Communicates effectively with internal and external clients throughout the project, to consult on and position system capabilities, gather system/ requirements, identify and resolve issues, provide project statuses, and ensure client expectations are met. Monitors Plan Maintenance requests queue to ensure all request for system changes and consultations are completed timely and accurately.
• Provides feedback on system lead process and provides recommendations on process improvements.
• Identifies risk and solves problems in collaboration with team members.
• Reviews transaction/service related participant communications and works with Participant Education to ensure that all transaction and services related communications are accurate.
• Ensures accurate system and service set-up through documentation of project information and execution of audit processes.
• Assists peers and team members with issue resolution and training efforts.
• Participates in special projects and performs other related activities as assigned.