Retirement Plan Document Specialist

7 days ago


Rizal, Philippines beBeeSpecialist Full time $40,000 - $52,000
Job Opportunity

This role is focused on assisting our Operations team with plan document drafting, amendments, restatements, and plan setup. Experience supporting plan design and plan document services for 401(k) and 403(b) plans is beneficial but not required.

Key Responsibilities

As a Specialist on the Plan Documents Team, you will work closely with our 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.

Day-to-Day Tasks
  • Provide 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
Requirements
  • Strong attention to detail and deadline management skills
  • You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
  • Commitment to proactively managing workload while adhering to IRS/DOL deadlines
  • Positive, collaborative attitude
  • Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
Work Schedule

45-50 hours per week
9-6pm US-ET
Must be able to work US-East Coast/New York Time Zone

Compensation Details
  • Hourly rate: $5/hour

Contract employment type: Remote
Seniority level: Entry Level

Other Information
  • Seniority level: Entry level
  • Employment type: Contract
  • Job function: Administrative
  • Industry: Software Development


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