Plan Documents Specialist - Freelance Project

Agency

Costa Rica, Costa Rica
$6ph
On-site
Plan document drafting
401(k) and 403(b) plans
Irs/dol deadlines
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.
  • Provide support to the Documents Compliance Team by preparing plan documents, amendments, and disclosures.
  • Engage in project management for large-scale document projects and support team members with process reviews and research.

Matching Summary

Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans.

Salary

$6/hour

Skills & Requirements

Must-have

  • Plan document drafting
  • 401(k) and 403(b) plans
  • IRS/DOL deadlines
  • Microsoft Office suite
  • Google Workspace

Nice-to-have

  • Fast-paced environment
  • Collaborative attitude
  • Proactive workload management

Key Requirements

  • Keen attention to detail
  • Ability to learn new processes quickly
  • Commitment to managing workload
  • Proficiency with Excel and Microsoft Office suite
  • Proficiency with Google Workspace
  • Proficiency with cloud-based client portals
  • Proficiency with internal network drives

Work Rights

Not specified

Tailored Resume

Cover Letter