Tech Stack

Description

You will assist the Operations team by drafting and managing plan documents, amendments, restatements, and plan setup for 401(k) and 403(b) plans. You'll work with multiple teams to ensure timely and compliant documentation, supporting retirement savings services.

Requirements

• Keen attention to detail and deadlines
• Ability to thrive in a fast-paced environment and quickly learn new processes
• Strong commitment to proactively managing workload while adhering to IRS/DOL deadlines
• Positive, collaborative, and proactive attitude
• Proficiency with Excel, Microsoft Office, Google Workspace, and cloud-based client portals

Responsibilities

• Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
• Assist with project management for novel and recurring large-scale document projects to ensure timely completion
• Support team members with process reviews, research, and documentation related to plan documents and operational corrections