Plan Provisions Specialist

Vanguard Job Opportunity

Plan Provisions Specialist

Location(s) Malvern, PA, US . Scottsdale, AZ, US

Work model Hybrid

Date posted October 6, 2026

Job requisition 181897

Provides support in the review, analysis, and documentation of business systems and user needs. Participates in technical designs and test planning.

Job description

Benefits and rewards

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.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.

• Three to five years business experience plus minimum of 18 months of Defined Contribution recordkeeping or conversion experience

• Extensive knowledge of IRPS systems.

• Solid understanding of ERISA.

• Project management experience.

• Excellent oral and written communication skills.

• Excellent analytical and problem-solving skills.

• Proven experience with managing and overseeing multiple plans in various stages of setup and testing.

• Strong organizational skills.

• Special Factors

• Sponsorship

• Vanguard is not offering visa sponsorship for this position.

• About Vanguard

• At Vanguard, we don't just have a mission—we're on a mission.

• To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

• How We Work

• Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

• Read More

• Our commitment to you

• Vanguard takes the same long-term view of your success—at work and in life—with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

• Financial wellness

• We're committed to enabling your financial success and provide competitive offers and programs.

• Physical wellness

• We're committed to providing benefits that support your physical health and wellness.

• Personal wellness

• We're committed to providing resources that help support the full scope of your life.

• Learn more about our complete benefits and rewards package

• Our commitment to equal employment opportunity

• Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

• Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform if you need assistance completing this application or to otherwise participate in the application process.

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