Plan Documents Specialist - Freelance Project

Who Are We Looking For?

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 includes bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with our 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, You May Also Be Expected To

• 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 assure successful, timely completion of each
• Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support
  
  

• Keen attention to detail and deadlines
• You thrive in a fast-paced environment and have the ability to 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
  
  

• Type: Hourly
• Rate: $6/hour