Plan Documents Specialist - Freelance Project

Agency

Jamaica
$6ph
On-site
Plan document drafting and amendments
401(k) and 403(b) plan support
Irs/dol deadlines adherence
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.
  • Support the Documents Compliance Team by preparing plan documents, amendments, and participant notices.
  • Manage project processes for large-scale document projects, ensuring timely and successful completion.

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 and amendments
  • 401(k) and 403(b) plan support
  • IRS/DOL deadlines adherence
  • Proficiency with Excel and Microsoft Office

Nice-to-have

  • Fast-paced environment adaptability
  • Proactive workload management
  • Positive and collaborative attitude

Key Requirements

  • Keen attention to detail and deadlines
  • Ability to learn new processes quickly
  • Commitment to managing workload and deadlines
  • Proficiency with Google Workspace
  • Experience with cloud-based client portals

Work Rights

Not specified

Tailored Resume

Cover Letter