Plan Documents Specialist - Freelance Project

About the Position

We are seeking a dedicated Plan Documents Specialist for a freelance project to join our Operations team. This role focuses on managing 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.

Responsibilities

As a Specialist on the Plan Documents Team, you will:

• Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
• Offer 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

Requirements

• Keen attention to detail and deadlines
• 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

Hours

• 45-50 hours per week
• 9-6pm US-ET
• Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $6/hour

Employment Type

• Type: Contract
• Workplace Type: Remote

About the Company

Join our team and contribute to empowering retirement savings with bundled plan services and oversight.