Plan Documents Specialist - Freelance Project
Agency- Location
- Costa Rica
- 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 Project Plan Documents Specialist role. The specialist will support the Operations team with plan document drafting, amendments, restatements, and plan setup for 401(k) and 403(b) plans. Responsibilities include preparing plan documents, 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 review
- 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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