Tech Stack

Description

You will assist the Operations team in drafting, amending, and maintaining plan documents for retirement plans, collaborating with various teams to ensure timely project completion and compliance with IRS/DOL regulations.

Requirements

• Keen attention to detail and deadlines
• Ability to learn quickly and work in a fast-paced environment
• Proficiency in Excel, Microsoft Office, Google Workspace
• Availability for US-ET time zone
• 45-50 hours per week commitment

Responsibilities

• Prepare plan documents including amendments, restatements, and participant notices
• Manage project timelines for document-related projects
• Support team with process reviews and research
• Ensure compliance with IRS/DOL deadlines