Plan Documents Compliance Officer

2 days ago

Marikina City, National Capital Region, Philippines beBeeCompliance Full time $20,800 - $41,600
Job Overview

The Plan Documents Specialist role at Vestwell involves working closely with the Operations team to manage plan document drafting, amendments, restatements, and plan setup. This position requires strong organizational skills, attention to detail, and the ability to work effectively in a fast-paced environment.

The ideal candidate will have prior experience supporting plan design and plan document services for 401(k) and 403(b) plans, although this is not required. The Specialist will work closely with the Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.

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