Role Description
The Sr. Advanced Markets Consultant within Retirement Services provides regulatory expertise, consultative support, and thought leadership on qualified retirement plan matters. This role analyzes, interprets, and applies provisions of the Internal Revenue Code (IRC), ERISA, and applicable state retirement plan laws to resolve complex inquiries, support business initiatives, and deliver strategic guidance to internal and external stakeholders.
Contributions Youβll Make
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Research, analyze, and interpret IRC, ERISA, and applicable state retirement plan laws, regulations, and guidance to provide accurate and timely consultative support.
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Serve as a subject matter expert on qualified retirement plans, including plan design, operational compliance, correction methodologies, and plan documentation considerations.
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Provide technical guidance to internal business partners, clients, and plan sponsors regarding retirement plan regulatory requirements and compliance obligations.
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Support sponsors utilizing Voya's pre-approved retirement plan document program.
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Recommend remediation strategies and plan design alternatives that balance regulatory requirements, client objectives, and operational feasibility.
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Consult on complex retirement plan issues involving mergers and acquisitions, controlled groups, affiliated service groups, corporate transactions, and plan terminations.
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Provide expertise related to fiduciary responsibilities, plan governance, committee oversight, and regulatory compliance matters.
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Support new business opportunities and prospect consultations by offering technical retirement plan expertise.
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Develop and deliver timely communications regarding legislative, regulatory, and industry developments impacting retirement plans.
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Support internal education initiatives through training materials, stakeholder briefings, business rollouts, and technical guidance.
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Create educational resources, technical bulletins, procedural documentation, and client-facing communications.
Qualifications
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Bachelor's degree required.
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10+ years of experience working with qualified retirement plans and related rules and regulations.
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Demonstrated experience interpreting and applying IRC and ERISA requirements in operational, consultative, or compliance environments.
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Strong knowledge of retirement plan compliance, operations, and regulatory frameworks.
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Excellent analytical, research, and problem-solving skills, with the ability to independently assess and resolve complex issues.
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Exceptional written and verbal communication skills with the ability to translate technical concepts into practical, business-focused guidance.
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Ability to manage multiple priorities and deliverables in a fast-paced environment.
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Strong interpersonal and collaboration skills with the ability to effectively partner across multiple functions within Retirement Services.
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Proven ability to engage with clients, consultants, and internal stakeholders to address complex inquiries and deliver high-quality solutions.
Requirements
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Professional designations such as CPC, QPA, QKA, ERPA, CEBS, or similar credentials.
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Experience supporting large or complex retirement plan sponsors.
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Experience working on retirement plan matters related to corporate transactions, fiduciary governance, and advanced compliance topics.
Benefits
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Health, dental, vision and life insurance plans.
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401(k) Savings plan β with generous company matching contributions (up to 6%).
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Voya Retirement Plan β employer paid cash balance retirement plan (4%).
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Tuition reimbursement up to $5,250/year.
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Paid time off β including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
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Paid volunteer time β 40 hours per calendar year.