We are seeking a dedicated Plan Documents Specialist for a freelance project to support the Operations team in managing plan document drafting, amendments, restatements, and plan setup. This role is ideal for someone with experience in retirement plan documentation, particularly for 401(k) and 403(b) plans, though such experience is not mandatory.
What You'll Do
- Manage plan document drafting for retirement plans
- Handle plan document amendments and restatements
- Support plan setup processes
- Assist the Operations team with plan design and document services
Nice to Have
- Prior experience supporting plan design and plan document services for 401(k) plans
- Prior experience supporting plan design and plan document services for 403(b) plans
