Plan Documents Specialist – Freelance Project

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

📋 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.

• Assist in reviewing Plan Designs, drafting plan documents, and setting up plans.

• Consult with teams regarding operational considerations.

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

• Aid in managing processes for both novel and recurring large-scale document projects, ensuring their successful and timely completion.

• Support process reviews, conduct research, and document findings 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, 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.

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

• Proficiency in Excel and the Microsoft Office suite.

• Proficiency in Google Workspace.

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

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

🏝️ Benefits

• Comprehensive health and wellness plans.

• Opportunities for professional development and growth.

• Flexible work environment.

• Competitive compensation package.