[ operations ]

Plan Documents Specialist - Freelance Project

Agency
Location
Philippines
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 assist the Operations team with managing plan document drafting, amendments, restatements, and plan setup for retirement savings plans. Responsibilities include supporting the Documents Compliance Team and providing project management support for document projects.

Skills and focus areas

  • plan document drafting
  • amendments
  • restatements
  • plan setup
  • 401(k) plans
  • 403(b) plans
  • plan design
  • retirement savings plans
  • compliance
  • project management
  • attention to detail
  • deadline management

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

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