Plan Documents Specialist - Freelance Project

Invisible Expert Marketplace

Jamaica
Base: $6ph; bonus/equity: not specified; benefits:...
Remote
Attention to detail and deadlines
Fast-paced environment
Proactive workload management
Invisible Expert Marketplace is seeking a Plan Documents Specialist for a freelance project to assist their Operations team with plan document drafting and management for retirement plans. The position requires attention to detail, proficiency in relevant software, and the ability to work collaboratively in a fast-paced environment

Job Summary

  • Assist with plan document drafting, amendments, restatements, and plan setup for 401(k) and 403(b) plans.
  • Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
  • Provide project management support for novel and recurring large-scale document projects, ensuring timely completion.

Matching Summary

Match Score: 75

Invisible Expert Marketplace is seeking a Plan Documents Specialist for a freelance project to assist their Operations team with plan document drafting and management for retirement plans. The position requires attention to detail, proficiency in relevant software, and the ability to work collaboratively in a fast-paced environment.

Salary

Base: $6/hour; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Attention to detail and deadlines
  • Fast-paced environment
  • Proactive workload management
  • Microsoft Office Suite proficiency
  • Google Workspace proficiency

Nice-to-have

  • Prior experience supporting plan design
  • Positive, collaborative attitude
  • Ability to learn new processes quickly

Key Requirements

  • Adherence to IRS/DOL deadlines
  • 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

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