Tech Stack
ComplianceProject ManagementMS ExcelGoogle Workspace
Job Description, Responsibilities & Requirements
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 Plan Documents Specialist, you will:
- Provide support to the Documents Compliance Team by preparing plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures.
- Offer project management support by assisting with processes for novel and recurring large-scale document projects, ensuring successful and timely completion.
- Support team members by performing duties such as process reviews, research, and documentation related to plan documents, operational corrections, and audit support.
Requirements
- Keen attention to detail and adherence to deadlines.
- Ability to thrive in a fast-paced environment and quickly learn new processes.
- Demonstrated commitment to managing workload while adhering to IRS/DOL deadlines.
- Positive, collaborative, and proactive attitude.
- Proficiency with Excel and the 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 in the US-East Coast/New York Time Zone.
Compensation
- Type: Hourly
- Rate: $6/hour
Employment Type
- Contract
Work Location Type
- Remote