Hourly: $6ph; bonus/equity: not specified; benefit...
On-site
Attention to detail and deadlines
Thrive in fast-paced environment
Proactively manage workload
Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans
Job Summary
Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans.
Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up.
Provide Documents Compliance Team support by preparing plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
Matching Summary
Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans.
Salary
Hourly: $6/hour; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Attention to detail and deadlines
Thrive in fast-paced environment
Proactively manage workload
Adhere to IRS/DOL deadlines
Proficiency with Excel and Microsoft Office suite
Proficiency with Google Workspace
Proficiency with cloud-based client portals
Nice-to-have
Prior experience supporting plan design
Positive, collaborative, and proactive attitude
Ability to quickly learn new processes
Key Requirements
401(k) and 403(b) plans experience helpful
Must be able to work US-East Coast/New York Time Zone