Plan Documents Specialist

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

📋 Description

• Support the Operations team in drafting plan documents, making amendments, restating documents, and setting up plans.

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

• Aid in the review of Plan Design, drafting plan documents, and setting up plans.

• Consult with teams on operational considerations.

• Prepare plan documents, which include discretionary and interim amendments, restatements, participant notices, and associated disclosures.

• Assist with both novel and recurring large-scale document projects and ensure their timely completion.

• Support process reviews, conduct research, and document matters related to plan documents, operational corrections, and audit assistance.

⛳️ Requirements

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

• Strong attention to detail and ability to meet deadlines.

• Capability to quickly learn new processes, offer ideas, and adapt solutions as necessary.

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

• Positive, collaborative, and proactive demeanor.

• Proficiency in Excel and the Microsoft Office suite.

• Familiarity with Google Workspace.

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

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

• Availability for 45–50 hours per week, from 9 AM to 6 PM US-ET.

🏝️ Benefits

• Competitive salary and opportunities for professional growth.

• Collaborative work environment with a focus on teamwork.

• Flexible working hours to accommodate work-life balance.

• Comprehensive benefits package including health, dental, and retirement plans.