Business Plan Document Coordinator

1 day ago


Mandaue City, Central Visayas, Philippines beBeePlan Full time $21,000 - $26,400
Plan Document Specialist Role Overview

We are seeking a dedicated professional to assist in managing plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is beneficial.

Key Responsibilities:
  • Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
  • Assist with process reviews, research, and documentation related to plan documents, operational corrections, and audit support.
Requirements:
  • Strong attention to detail and deadlines.
  • Ability to thrive in a fast-paced environment and quickly learn new processes.
  • Commitment to proactively managing workload while adhering to IRS/DOL requirements.
  • Positive attitude and strong collaboration skills.
  • Proficiency in Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.


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