Tech Stack
ComplianceProject ManagementMS Excel
Job Description, Responsibilities & Requirements
About the Position
We are currently seeking a dedicated Plan Documents Specialist for a freelance project in Costa Rica. This role will focus on managing plan document drafting, amendments, restatements, and plan setup. Prior experience in 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.
- Assist with project management 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.
- Strong 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