Plan Documents Specialist - Freelance Project

Overview

Assist the Operations team with plan document drafting, amendments, restatements, and plan setup for 401(k) and 403(b) plans, working with Onboarding, Retirement Plan Administration, Client Success, and Employer Services teams.

What you'll do

• Assist with plan design review, drafting plan documents, and plan set up.
• Consult with teams on their operational considerations.
• Provide Documents Compliance Team support by preparing plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures.
• Provide project management support for novel and recurring large-scale document projects and ensure timely completion.
• Support team members with process reviews, research, and documentation related to plan documents, operational corrections, and audit support.

What you'll need

• Keen attention to detail and deadlines.
• Ability to thrive in a fast-paced environment, 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.

Nice to have

• Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans.

Details

• Freelance contract, remote.
• Hours: 45-50 hours per week, 9-6pm US-ET.
• Must be able to work US-East Coast/New York Time Zone.
• Hourly rate: $6/hour.