Plan Documents Specialist - Freelance Project
Core
Drafting, amending, and restating 401(k) and 403(b) retirement plan documents and supporting plan setup.
Role type
Plan Documents Specialist (Contract)
Builds
Retirement plan documents and amendments for client employers
Domain
Retirement benefits / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Plan document drafting, amendment preparation, restatement management, participant notice creation, IRS/DOL deadline compliance, process review, research, documentation, audit support, project management, Excel, Microsoft Office, Google Workspace, cloud-based client portals
Preferred skills
Experience with 401(k) and 403(b) plan design and document services
Technologies
Excel, Microsoft Office, Google Workspace
Responsibilities
Prepare discretionary and interim amendments, restatements, participant notices, and related disclosures; assist with large-scale document projects; support process reviews, research, and audit support
Seniority
Individual Contributor, Contract