Plan Documents Specialist
Posted 2 hours ago
You'll apply on the company's website.
About the Role
An operations team is looking for a Plan Documents Specialist to manage the creation, modification, and restatement of retirement plan documentation. You will coordinate with departments such as Retirement Plan Administration, Onboarding, Employer Services, and Client Success to ensure projects adhere to operational requirements. Your primary focus is on the long-term maintenance and creation of intricate retirement plan structures, which enhances overall internal efficiency. You will handle diverse, high-volume document assignments, ranging from standard updates to unique requests, while maintaining strict organizational standards and precision. By performing research, conducting audits, and communicating with various internal partners, you will guarantee that all plan disclosures and materials are accurate and compliant.
Requirements
- You should demonstrate extreme precision and dedication to adhering to rigid Department of Labor and IRS timelines.
- While previous experience with 403(b) and 401(k) plan design or documentation is advantageous, it is not mandatory.
- You need proficiency in Microsoft Excel and the ability to operate within Google Workspace, internal network drives, and web-based client platforms.
- You must exhibit a collaborative, proactive, and constructive mindset, with the aptitude to quickly grasp new procedures, propose improvements, and contribute original ideas.
- You must work remotely and remain available during New York or US-East Coast business hours.
Responsibilities
- Help the operations department draft, modify, and restate plan-related paperwork.
- Prepare a range of materials, including interim and discretionary amendments, required disclosures, and participant notices.
- Collaborate with the Retirement Plan Administration, Client Success, and Onboarding teams to facilitate plan configuration and design assessments.
- Manage comprehensive document projects from the initial phase through final delivery to ensure accuracy and adherence to deadlines.
- Engage in process assessments, perform necessary research, and provide support for audits or operational corrections while maintaining active communication with internal stakeholders regarding operational factors.
Benefits & Perks
- The role provides an hourly pay rate of $6.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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