Plan Documents Specialist

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

📋 Description

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

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

• Assist with the review of Plan Design, drafting of plan documents, and setup of plans.

• Advise teams on operational considerations.

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

• Help manage processes for both new and ongoing large-scale document projects, ensuring timely and successful completion.

• Support reviews of processes, conduct research, and document activities related to plan documents, operational corrections, and audit assistance.

⛳️ Requirements

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

• Strong attention to detail and ability to meet deadlines.

• Capability to excel in a fast-paced setting, quickly grasp new processes, contribute innovative ideas, and refine solutions.

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

• A positive, collaborative, and proactive demeanor.

• Proficiency in Excel and the Microsoft Office suite.

• Proficiency in Google Workspace.

• Proficiency with cloud-based client portals and internal network storage.

• Ability to commit to 45–50 hours of work per week.

• Must be capable of working in the US-East Coast/New York Time Zone.

🏝️ Benefits

• Comprehensive health insurance options.

• Retirement savings plan with employer matching.

• Opportunities for professional development and career advancement.

• Flexible work schedules and remote work options.

• Supportive and inclusive workplace culture.