
Documents Specialist Professional
17 hours ago
The Plan Documents Specialist plays a crucial role in assisting operations teams with plan document drafting, amendments, restatements, and plan setup. This dedicated specialist works closely with 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 operational considerations.
The specialist will prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures. They will also assist with processes for novel and recurring large-scale document projects, ensuring successful, timely completion of each.
The specialist will support team members by performing duties as assigned, including support with process reviews, research, and documentation related to plan documents, operational corrections, and audit support.
Requirements- A keen attention to detail and deadlines is essential.
- The ability to thrive in a fast-paced environment and quickly learn new processes, contribute ideas, and iterate on solutions as needed is critical.
- A strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines is required.
- A positive, collaborative, and proactive attitude is necessary.
- Proficiency with Excel, Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives is expected.
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