
Highly Detail-Oriented Plan Documents Specialist Wanted
1 week ago
We are seeking a detail-oriented professional to join our Document Compliance Team as a Plan Documents Specialist. The successful candidate 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 setup.
The ideal candidate will have a keen attention to detail, be able to learn new processes quickly, and demonstrate a strong commitment to managing workload while adhering to IRS/DOL deadlines.
This role is ideal for someone who thrives in a fast-paced environment and is looking for an opportunity to contribute to the success of our organization.
Key Responsibilities:
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