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Plan Documents Specialist – Freelance Project
Invisible Technologies. Assist the Operations team with plan document drafting, amendments, restatements, and plan setup .
Core Competencies
Role fitCore 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) Plan Services403(b) Plan ServicesIRS/DOL ComplianceMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Plan Design ReviewDocument PreparationOperational CorrectionsAudit SupportAttention to Detail
Soft Skills
Collaborative AttitudeProactive Work ManagementAdaptability to New Processes
Tools & Technologies
ExcelGoogle WorkspaceCloud-Based Client PortalsInternal Network Drives
Industry Keywords
Plan Document ServicesOnboardingRetirement Plan AdministrationClient SuccessEmployer Services
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Assist the Operations team with plan document drafting, amendments, restatements, and plan setup
- Work 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 ensure timely completion
- Support process reviews, research, 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
- Must be able to work US-East Coast/New York Time Zone
- 45-50 hours per week