Plan Documents Specialist - Freelance Project

The Plan Documents Specialist will join the Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience with 401(k) and 403(b) plan design and document services is beneficial but not mandatory.

Key responsibilities include preparing plan documents such as discretionary and interim amendments, restatements, participant notices, and related disclosures. The specialist will also assist with project management for large-scale document projects and support process reviews, research, and documentation related to plan documents, operational corrections, and audit support.

Candidates should have keen attention to detail and deadlines, thrive in a fast-paced environment, and quickly learn new processes. A strong commitment to managing workloads while adhering to IRS/DOL deadlines is essential. Proficiency with Excel, Microsoft Office suite, Google Workspace, and cloud-based client portals is required.

The position offers an hourly rate of $6, with a workload of 45-50 hours per week, from 9 am to 6 pm US Eastern Time. The role is remote and requires availability during US East Coast business hours.