About the job
Are You the Right Fit?
We are seeking a committed Plan Documents Specialist to join our Operations team and assist in the drafting, amending, restating, and setting up of plan documents. While prior experience in supporting plan design and document services for 401(k) and 403(b) plans is beneficial, it is not mandatory.
Your Role and Responsibilities
At our agency, we aim to empower retirement savings through comprehensive plan services and oversight. As a Specialist on the Plan Documents Team, you will collaborate closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams. Your tasks will include reviewing plan designs, drafting necessary documents, and facilitating plan setup while advising teams on operational considerations.
On a daily basis, you can expect to:
- Support the Documents Compliance Team by preparing plan documents such as discretionary and interim amendments, restatements, participant notices, and associated disclosures.
- Assist in project management by helping with processes for new and recurring large-scale document projects, ensuring their successful and timely completion.
- Provide support to Team members through assigned duties, including process reviews, research, and documentation pertaining to plan documents, operational corrections, and audit assistance.
Qualifications and Skills
- Exceptional attention to detail and ability to meet deadlines.
- Thrives in a dynamic environment with the capacity to learn new processes quickly, offer ideas, and adapt solutions as needed.
- Demonstrates a strong commitment to managing workload proactively while adhering to IRS/DOL deadlines.
- Possesses a positive, collaborative, and proactive attitude.
- Proficient in Microsoft Excel, Microsoft Office Suite, Google Workspace, cloud-based client portals, and internal network drives.
Work Schedule
45-50 hours per week, from 9 AM to 6 PM US-ET. Must be available to work in the US-East Coast/New York Time Zone.
Compensation
- Type: Hourly
- Rate: $6/hour
Employment Type: Contract
Workplace Type: Remote

