Senior Plan Documentation Specialist

1 week ago


Hagonoy, Central Luzon, Philippines beBeeSpecialist Full time $16,000 - $20,800
Job Opportunity

We are seeking a diligent professional to collaborate with our Operations team in managing plan document creation, amendments, restatements, and setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is advantageous but not mandatory.

Key Responsibilities:
  • Assist with Plan Design review, draft plan documents, and set up while consulting with teams on their operational considerations
  • Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
  • 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:
  • Keen attention to detail and adherence to deadlines
  • You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
  • Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
  • Positive, collaborative, and proactive attitude
  • Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
Working Hours:

45-50 hours per week, must be able to work US-East Coast/New York Time Zone



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