Philippines•Worldwide - Remote
Remote
Entry Level
Full Time
💰$5/hour
remotecontractentry levelhourly
Requirements
- •Keen attention to detail and deadlines
- •Ability to thrive in a fast-paced environment and quickly learn new processes
- •Strong commitment to managing workload while adhering to IRS/DOL deadlines
- •Positive, collaborative, and proactive attitude
- •Proficiency with Excel and Microsoft Office suite, Google Workspace, cloud-based client portals and internal network drives
What You'll Do
- •Manage plan document drafting, amendments, restatements, and plan setup
- •Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams
- •Assist with Plan Design review, drafting plan documents, and plan set up
- •Consult with teams on operational considerations
- •Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
- •Assist with processes for novel and recurring large-scale document projects and assure timely completion
- •Support team members with process reviews, research, documentation related to plan documents, operational corrections, audit support
Nice to Have
- •Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans
About Invisible Agency
Clients give us complex business problems and we become their operations, automation, and AI partner to deliver operational breakthroughs.
San Francisco, CA, US
250 - 500
IT Services