About the job
Who We're Seeking
We are in search of a committed Plan Documents Specialist to support our Operations team in managing the drafting, amendments, and setup of plan documents. While prior experience with 401(k) and 403(b) plan design and document services is advantageous, it is not a strict requirement.
Your Role
As part of our mission to empower retirement savings, you will play a key role in our Plan Documents Team, closely collaborating with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams. Your responsibilities will include reviewing plan designs, drafting plan documents, and assisting with plan setup, while providing insights on operational considerations.
On a daily basis, your tasks may include:
- Supporting the Documents Compliance Team by preparing essential plan documents such as discretionary and interim amendments, restatements, participant notices, and related disclosures.
- Assisting with project management processes for both new and recurring large-scale documentation projects, ensuring timely and successful completion of each task.
- Providing support to Team members through tasks such as process reviews, research, and documentation related to plan documents, operational corrections, and audit assistance.
Qualifications
- Exceptional attention to detail and ability to meet deadlines.
- A proactive learner who thrives in a fast-paced environment, eager to contribute ideas and adapt solutions as necessary.
- A strong commitment to managing workload effectively while adhering to IRS/DOL deadlines.
- A positive, collaborative, and proactive approach to teamwork.
- Proficiency in Excel and Microsoft Office Suite, Google Workspace, and familiarity with cloud-based client portals and internal drives.
Hours:
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