Plan Documents Specialist

Invisible Technologies

. Assist the Operations team with plan document drafting, amendments, restatements, and plan setup .

Posted 11/5/2026contractRemote • ColombiaMid-LevelSenior💰 $6 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in drafting and amending plan documents for 401(k) and 403(b) plans, with a strong focus on operational considerations and compliance with IRS/DOL deadlines. Proficient in collaborating with cross-functional teams to ensure timely completion of large-scale document projects.

Highest-signal resume keywords

Plan Document Drafting401(k) and 403(b) Plan DesignIRS/DOL ComplianceMicrosoft Office ProficiencyGoogle Workspace Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Document ServicesPlan Design ReviewOperational CorrectionsAudit SupportAttention to DetailDeadline Management

Soft Skills

Collaborative AttitudeProactive Problem SolvingAdaptability

Tools & Technologies

ExcelMicrosoft Office SuiteGoogle WorkspaceCloud-Based Client PortalsInternal Network Drives

Industry Keywords

Plan SetupDiscretionary AmendmentsInterim AmendmentsParticipant NoticesDocument Projects

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Assist the Operations team with plan document drafting, amendments, restatements, and plan setup
Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams
Assist with Plan Design review and drafting plan documents
Consult with teams on operational considerations
Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
Assist with processes for novel and recurring large-scale document projects and assure successful, timely completion
Support process reviews, research, and documentation related to plan documents, operational corrections, and audit support

Requirements

What you’ll need

Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required
Keen attention to detail and deadlines
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
Proficiency with Google Workspace
Proficiency with cloud-based client portals and internal network drives
Ability to work 45-50 hours per week
Must be able to work US-East Coast/New York Time Zone