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Plan Documents Specialist

hace 4 semanas

Chile Meridial Marketplace, by Invisible A tiempo completo

Plan Documents Specialist - Freelance Project We’re looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required. What Will You Be Doing? Our mission is to empower retirement savings by providing bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations. Day-to-Day Responsibilities Provide Documents Compliance Team support—prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures. Project management support—assist with processes for novel and recurring large-scale document projects and ensure successful, timely completion. Support team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents, operational corrections, and audit support. Requirements Keen attention to detail and strong ability to meet deadlines. Thrives in a fast-paced environment and can quickly learn new processes, contribute ideas, and iterate on solutions as needed. Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines. Positive, collaborative, and proactive attitude. Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives. Hours 45–50 hours per week, 9 am–6 pm US‑ET. Must be able to work in US‑East Coast/New York Time Zone. Compensation Type: Hourly Rate: $6 per hour Employment type: Contract. Workplace type: Remote. Seniority level: Entry Level. #J-18808-Ljbffr