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    Plan Documents Specialist

    Invisible Agency
    Malaysia•Worldwide - Remote
    Remote
    Entry Level
    Full Time
    💰$6/hour
    contractremoteentry levelhourly

    Requirements

    • •Keen attention to detail and deadlines
    • •Ability to thrive in a fast-paced environment and quickly learn new processes
    • •Strong commitment to proactively 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
    • •Provide Documents Compliance Team support including preparing plan documents such as discretionary and interim amendments, restatements, participant notices, and related disclosures
    • •Assist with processes for novel and recurring large-scale document projects and assure successful, timely completion
    • •Support team members with process reviews, research, documentation related to plan documents, operational corrections, and 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