Assist the Operations team with managing plan document drafting, amendments, restatements, and plan setup
Job Summary
Assist the Operations team with managing plan document drafting, amendments, restatements, and plan setup.
Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review and drafting plan documents.
Provide Documents Compliance Team support by preparing plan documents including discretionary and interim amendments, restatements, and participant notices.
Matching Summary
Assist the Operations team with managing plan document drafting, amendments, restatements, and plan setup.
Salary
$6/hour; Not specified; Not specified
Skills & Requirements
Must-have
Plan document drafting and amendments
401(k) and 403(b) plan support
IRS/DOL deadline adherence
Proficiency with Excel and Microsoft Office
Cloud-based client portals
Nice-to-have
Fast-paced environment adaptability
Proactive workload management
Collaborative and positive attitude
Quick learning of new processes
Key Requirements
Keen attention to detail and deadlines
Ability to quickly learn new processes and iterate on solutions
Strong commitment to proactively managing workload