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Retirement Plan Document Consultant


Dubuque, IA
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Job Details

Position Title: Retirement Plan Document Consultant
Job Code: 462738
Job Location: Iowa-Dubuque

Responsible for independent management of an assigned book of Retirement business in either Defined Benefit or Defined Contribution Plan Document Services. We are looking for individuals who are self-starters, dependable, take initiative and have the flexibility to work in a faced pace environment.


The expertise we are looking for you to bring:

  • Understand, absorb and apply complex concepts related to plan document services
  • Collaborates with other Plan Compliance and Regulatory Services team members and business partners to provide positive client experience and outcomes.
  • Ability to provide expertise/recommendations for plan design changes
  • Supports Retirement Plan Consultant organization providing document specifications from various document type; Prototype, Specimen and Volume Submitter
  • Support for Plan Restatements, Legislative Amendment, Mergers / Acquisitions, Spin Offs etc
  • Engaged communicator who enjoys working directly with the customer and a team
  • Committed to owning issues from start to finish.


  • Minimum 1-3 years in financial services or related industry
  • Bachelor’s degree or equivalent work experience
  • Technical expertise in Retirement plan document services considered a plus
  • Ability to manage assignments to ensure intended results are achieved on time
  • Detail oriented
  • Strong communication and time management skills
  • Ability to handle competing priorities
  • ASPPA designations considered a plus


Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Compliance
Schedule: Full-time
Apply on the Company Site
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