Plan Documents Specialist - Freelance Project

The role

You will assist the Operations team with plan document drafting, amendments, restatements, and plan setup. You will work with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams.

What you will do

• Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
• Assist with processes for novel and recurring large-scale document projects
• Assure successful, timely completion of each project
• Perform process reviews, research, and documentation related to plan documents, operational corrections, and audit support

Required qualifications

• Keen attention to detail and deadlines
• Ability to quickly learn new processes, contribute ideas, and iterate on solutions
• 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
• Proficiency with Google Workspace
• Proficiency with cloud-based client portals and internal network drives
• Must be able to work US-East Coast/New York Time Zone

Nice to have

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

About the company

The agency mission is to empower retirement savings includes bundled plan services and oversight.