Plan Documents Specialist

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Provide assistance to the Operations team in drafting plan documents, making amendments, executing restatements, and setting up plans.

• Collaborate closely with the Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams.

• Contribute to the review of Plan Design and the drafting of associated plan documents.

• Consult with teams regarding operational considerations.

• Prepare plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures.

• Aid in processes for innovative and recurring large-scale document projects, ensuring successful and timely completion.

• Support process reviews, research, and documentation pertaining to plan documents, operational corrections, and audit support.

⛳️ Requirements

• Previous experience in supporting plan design and plan document services for 401(k) and 403(b) plans is advantageous, but not mandatory.

• Strong attention to detail and ability to meet deadlines.

• Capability to quickly learn new processes, contribute innovative ideas, and adapt solutions as required.

• Proven commitment to proactively managing workload while adhering to IRS/DOL deadlines.

• A positive, collaborative, and proactive demeanor.

• Proficient in Excel and the Microsoft Office suite.

• Proficient in Google Workspace.

• Familiarity with cloud-based client portals and internal network drives.

• Willingness to work 45-50 hours per week.

• Must be able to work in the US-East Coast/New York Time Zone.

🏝️ Benefits

• Comprehensive benefits package.

• Opportunities for professional development and growth.

• Flexible work arrangements.