Plan Documents Specialist - Freelance Project

Agency

Malaysia, Malaysia
$6ph; not specified; not specified
Fully remote
Plan document drafting and setup
401(k) and 403(b) plan support
Irs/dol deadline adherence
The Agency is seeking a Plan Documents Specialist for a freelance project, focusing on managing plan document drafting and amendments related to retirement plans. The role requires strong attention to detail, proactive workload management, and proficiency in relevant software, with a commitment to meeting IRS and DOL deadlines

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, drafting plan documents, and plan set up.
  • Provide Documents Compliance Team support by preparing plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.

Matching Summary

Match Score: 75

The Agency is seeking a Plan Documents Specialist for a freelance project, focusing on managing plan document drafting and amendments related to retirement plans. The role requires strong attention to detail, proactive workload management, and proficiency in relevant software, with a commitment to meeting IRS and DOL deadlines.

Salary

$6/hour; Not specified; Not specified

Skills & Requirements

Must-have

  • Plan document drafting and setup
  • 401(k) and 403(b) plan support
  • IRS/DOL deadline adherence
  • Proficiency with Excel and Microsoft Office

Nice-to-have

  • Proactive workload management
  • Collaborative and positive attitude
  • Fast-paced environment adaptability

Key Requirements

  • Keen attention to detail and deadlines
  • Ability to quickly learn new processes
  • Commitment to proactively managing workload

Work Rights

Not specified

Tailored Resume

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