We’re looking for a skilled freelance specialist to support our operations team in managing retirement plan documentation. In this role, you will take ownership of drafting plan documents, processing amendments, and managing restatements, ensuring accuracy and compliance throughout the lifecycle of 401(k) and 403(b) plans.
Key Responsibilities
- Prepare and review plan documents with precision and attention to detail
- Process plan amendments in response to regulatory changes or client needs
- Manage full plan restatements as required
- Assist in the initial setup and documentation of new plans
Qualifications
Successful candidates will have prior experience in retirement plan administration, specifically supporting plan design and document management for qualified plans.
- Proven background in handling 401(k) and 403(b) plan documentation
- Strong understanding of plan drafting, amendments, and restatement procedures
- Ability to work independently and deliver high-quality work on a project basis
