Plan Documents Specialist

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

📋 Description

• Provide support to the Operations team in drafting plan documents, making amendments, restating plans, and setting up new plans.

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

• Aid in reviewing Plan Design, drafting plan documents, and setting up plans.

• Consult with teams regarding operational considerations.

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

• Assist with the processes for both novel and recurring large-scale document projects.

• Ensure the successful and timely completion of document projects.

• Support process reviews, research, and documentation associated with 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 advantageous, though not mandatory.

• Strong attention to detail and ability to meet deadlines.

• Capacity to quickly grasp new processes, contribute ideas, and iterate on solutions as necessary.

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

• A positive, collaborative, and proactive mindset.

• Proficiency in Excel and the Microsoft Office suite.

• Familiarity with Google Workspace.

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

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

🏝️ Benefits

• Hourly compensation of $6/hour.