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 on plan design and operational considerations.
Provide support for document compliance, project management, process reviews, research, and audit support.
Matching Summary
Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans.
Salary
$6/hour; Not specified; Not specified
Skills & Requirements
Must-have
plan document drafting
401(k) and 403(b) plans
IRS/DOL deadlines
Microsoft Office suite
Google Workspace
Nice-to-have
prior experience supporting plan design
fast-paced environment
collaborative and proactive attitude
Key Requirements
Keen attention to detail and deadlines
Ability to learn new processes quickly
Proactively managing workload
Proficiency with Excel and Microsoft Office suite
Proficiency with Google Workspace
Proficiency with cloud-based client portals and internal network drives