[ operations ]

Plan Documents Specialist - Freelance Project

Agency
Location
India
Work mode
Remote
Type
contractor
Listed

Applications go directly to Agency. Ramai takes no fee for placement and no money for ranking.

[ About this role ]

This is a freelance Plan Documents Specialist project role. The specialist will support the Operations team with drafting, amending, and restating plan documents for 401(k) and 403(b) plans. Responsibilities include preparing amendments, restatements, participant notices, and disclosures, as well as project management for document projects.

Skills and focus areas

  • plan document drafting
  • amendments
  • restatements
  • plan setup
  • 401(k) plans
  • 403(b) plans
  • plan design
  • compliance
  • project management
  • attention to detail
  • deadline management
  • fast-paced environment

Summary written by Ramai from the original posting. Full details and requirements are on Agency’s careers page.

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