Assist with plan document drafting, amendments, restatements, and plan setup for the Operations team
Job Summary
Assist with plan document drafting, amendments, restatements, and plan setup for the Operations team.
Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review and plan setup.
Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
Matching Summary
Assist with plan document drafting, amendments, restatements, and plan setup for the Operations team.
Salary
$6/hour; Not specified; Not specified
Skills & Requirements
Must-have
Attention to detail and deadlines
Thrive in fast-paced environment
Proactively manage workload
Adhere to IRS/DOL deadlines
Proficiency with Excel and Microsoft Office
Proficiency with Google Workspace
Nice-to-have
Prior experience with 401(k) and 403(b) plans
Positive, collaborative, and proactive attitude
Quickly learn new processes
Contribute ideas and iterate on solutions
Key Requirements
45-50 hours per week
9 AM - 6 PM US-ET
Must be able to work US-East Coast/New York Time Zone