[Remote] Plan Documents Specialist - Freelance Project
Note: The job is a remote job and is open to candidates in USA. Invisible Technologies is seeking a dedicated Plan Documents Specialist to assist their Operations team with plan document drafting and setup. The role involves collaborating with various teams to ensure compliance and support project management for large-scale document initiatives.
Responsibilities
- Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
- Project management support - assist with processes for novel and recurring large-scale document projects; and assure successful, timely completion of each
- Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support
Skills
- Keen attention to detail and deadlines
- You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
- Strong, demonstrated 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
- Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required
Company Overview