Lincoln Financial
Alternate Locations
Alternate Locations:
Work from Home; Fort Wayne, IN (Indiana)
Work Arrangement Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance:
is not available for this opportunity.
Requisition #:
75238
The Role at a Glance We are excited to be hiring a
Sr. Plan Document Consultant, Technical Lead , on our Retirement Plan Services Plan Document Team. As our business continues to grow and evolve, we are enhancing our plan document services to meet increasing demand and ensure continued excellence in retirement plan document compliance and service delivery. In this role, you will bring deep subject matter expertise and a passion for mentoring others. You will support complex projects and initiatives, offering strategic guidance and technical leadership. As a trusted advisor, the Team Lead helps shape operational excellence by identifying process improvements, supporting change initiatives, and ensuring compliance with internal controls and regulatory standards. You will also play a vital role in supporting management by offering coaching, feedback and training while also stepping in to handle departmental responsibilities as needed. This is a high-impact role that blends technical proficiency, leadership, and cross‑functional collaboration to drive results and support success—ideal for someone who thrives in a fast‑paced environment and enjoys influencing outcomes through partnership and expertise. If you’re passionate about leadership, technical excellence, and making a meaningful impact, we encourage you to apply.
What you’ll be doing
Serve as a technical subject matter expert and trusted advisor for your area, providing direction on complex projects and initiatives
Provide coaching and mentoring of others, identifying development opportunities, and supporting performance growth
Collaborate with management on training needs, performance input, and team development
Identify and support the implementation of process improvements that enhance quality, efficiency, and compliance
Support complex assignments and initiatives, ensuring alignment with business goals
Support training efforts, including new hire onboarding, refresher sessions, and procedural updates
Collaborate with management on staffing decisions, performance input, and workload balancing
Handle complex inquiries and provide clear and effective communication to internal and external stakeholders
Maintain a small but highly specialized workload, supporting broader team operations, and stepping in to support departmental needs
Stay current on industry trends, ensuring regulatory compliance, and contributing to internal control assessments
Communicate effectively with internal and external stakeholders, including pre‑ and post‑sale consultations
You’ll also be expected to:
Lead by example in a fast‑paced, collaborative environment
Make meaningful contributions through innovation, problem‑solving, and teamwork
Support change management and enterprise initiatives with a positive and proactive mindset
What we’re looking for Must‑haves
Bachelor’s degree or equivalent experience (4 years in lieu of degree)
5+ years of experience working with qualified retirement plan documents, plan design consulting, or related compliance role
Expertise in the rules and regulations governing 401(a), 401(k), 403(b), and 457(b) retirement plans
Strong analytical, problem‑solving, and written communication skills
Proven ability to manage competing priorities, meet deadlines, and influence outcomes without direct authority
Experience with document generation systems (e.g., ASC, ftwilliam.com, Relius)
Experience supporting regulatory plan restatements and plan amendment cycles
Proficiency in Microsoft Office Suite
ASPPA or related industry designations such as QKA, QKC, and TGPC required
Nice‑to‑haves
Experience in technical support, leadership, or a track record of mentoring and coaching
Familiarity with SS&C Chorus/AWD (Automated Work Distributor)
Application Deadline Applications for this position will be accepted through October 31st, 2025, subject to earlier closure due to applicant volume
What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120‑year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker‑dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e‑mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in‑person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Lincoln Financial Group is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. We have a drug‑free work environment and we perform pre‑employment substance abuse testing. Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug‑free work environment and we perform pre‑employment substance abuse testing. Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug‑free work environment and we perform pre‑employment substance abuse testing. Lincoln is a participant in E‑Verify. See the E‑Verify notices. Este Empleador Participa en E‑Verify. Ver el E‑Verify avisos. Lincoln Financial Group is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status and genetic information.
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Work from Home; Fort Wayne, IN (Indiana)
Work Arrangement Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance:
is not available for this opportunity.
Requisition #:
75238
The Role at a Glance We are excited to be hiring a
Sr. Plan Document Consultant, Technical Lead , on our Retirement Plan Services Plan Document Team. As our business continues to grow and evolve, we are enhancing our plan document services to meet increasing demand and ensure continued excellence in retirement plan document compliance and service delivery. In this role, you will bring deep subject matter expertise and a passion for mentoring others. You will support complex projects and initiatives, offering strategic guidance and technical leadership. As a trusted advisor, the Team Lead helps shape operational excellence by identifying process improvements, supporting change initiatives, and ensuring compliance with internal controls and regulatory standards. You will also play a vital role in supporting management by offering coaching, feedback and training while also stepping in to handle departmental responsibilities as needed. This is a high-impact role that blends technical proficiency, leadership, and cross‑functional collaboration to drive results and support success—ideal for someone who thrives in a fast‑paced environment and enjoys influencing outcomes through partnership and expertise. If you’re passionate about leadership, technical excellence, and making a meaningful impact, we encourage you to apply.
What you’ll be doing
Serve as a technical subject matter expert and trusted advisor for your area, providing direction on complex projects and initiatives
Provide coaching and mentoring of others, identifying development opportunities, and supporting performance growth
Collaborate with management on training needs, performance input, and team development
Identify and support the implementation of process improvements that enhance quality, efficiency, and compliance
Support complex assignments and initiatives, ensuring alignment with business goals
Support training efforts, including new hire onboarding, refresher sessions, and procedural updates
Collaborate with management on staffing decisions, performance input, and workload balancing
Handle complex inquiries and provide clear and effective communication to internal and external stakeholders
Maintain a small but highly specialized workload, supporting broader team operations, and stepping in to support departmental needs
Stay current on industry trends, ensuring regulatory compliance, and contributing to internal control assessments
Communicate effectively with internal and external stakeholders, including pre‑ and post‑sale consultations
You’ll also be expected to:
Lead by example in a fast‑paced, collaborative environment
Make meaningful contributions through innovation, problem‑solving, and teamwork
Support change management and enterprise initiatives with a positive and proactive mindset
What we’re looking for Must‑haves
Bachelor’s degree or equivalent experience (4 years in lieu of degree)
5+ years of experience working with qualified retirement plan documents, plan design consulting, or related compliance role
Expertise in the rules and regulations governing 401(a), 401(k), 403(b), and 457(b) retirement plans
Strong analytical, problem‑solving, and written communication skills
Proven ability to manage competing priorities, meet deadlines, and influence outcomes without direct authority
Experience with document generation systems (e.g., ASC, ftwilliam.com, Relius)
Experience supporting regulatory plan restatements and plan amendment cycles
Proficiency in Microsoft Office Suite
ASPPA or related industry designations such as QKA, QKC, and TGPC required
Nice‑to‑haves
Experience in technical support, leadership, or a track record of mentoring and coaching
Familiarity with SS&C Chorus/AWD (Automated Work Distributor)
Application Deadline Applications for this position will be accepted through October 31st, 2025, subject to earlier closure due to applicant volume
What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120‑year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker‑dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e‑mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in‑person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Lincoln Financial Group is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. We have a drug‑free work environment and we perform pre‑employment substance abuse testing. Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug‑free work environment and we perform pre‑employment substance abuse testing. Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug‑free work environment and we perform pre‑employment substance abuse testing. Lincoln is a participant in E‑Verify. See the E‑Verify notices. Este Empleador Participa en E‑Verify. Ver el E‑Verify avisos. Lincoln Financial Group is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status and genetic information.
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