Plan Documents Specialist – Freelance Project

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

📋 Description

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

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

• Aid in the review of Plan Design and the drafting of related documents.

• Provide consultation to teams on operational considerations.

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

• Assist with processes for both new and ongoing large-scale document projects, ensuring they are completed on time.

• Support process reviews, conduct research, and document operational corrections related to plan documents, as well as provide audit support.

⛳️ 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 ability to meet deadlines.

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

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

• A positive, collaborative, and proactive mindset.

• 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.

• 45-50 hours of work per week.

🏝️ Benefits

• Comprehensive health benefits package.

• Opportunities for professional development and growth.

• Flexible work arrangements.

• Collaborative and supportive work environment.