Plan Documents Specialist – Freelance

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

📋 Description

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

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

• Assist in reviewing plan design and drafting necessary plan documents.

• Provide consultation to teams regarding operational implications.

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

• Aid in managing processes for unique and ongoing large-scale document projects, ensuring their successful and timely completion.

• Support process reviews and conduct research and documentation 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 advantageous but not mandatory.

• Strong attention to detail and adherence to deadlines.

• Ability to rapidly learn new processes, contribute innovative ideas, and adapt solutions as necessary.

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

• A positive, collaborative, and proactive approach.

• Proficiency in Excel and the Microsoft Office suite.

• Proficiency in Google Workspace.

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

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

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

🏝️ Benefits

• Competitive salary and potential for performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement plan options with employer contributions.

• Flexible work hours and remote work opportunities.