Plan Documents Specialist – Freelance Project

Invisible Technologies

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in drafting and amending plan documents for 401(k) and 403(b) plans, with a strong focus on operational considerations and adherence to IRS/DOL deadlines. Proficient in utilizing Microsoft Office, Google Workspace, and cloud-based client portals to support large-scale document projects and ensure timely completion.

Highest-signal resume keywords

Plan Document Drafting401(k) Plan Services403(b) Plan ServicesIRS/DOL ComplianceMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Design ReviewDocument PreparationOperational CorrectionsAudit SupportAttention to Detail

Soft Skills

Proactive Workload ManagementAdaptabilityCollaboration

Tools & Technologies

Microsoft Office SuiteGoogle WorkspaceCloud-Based Client PortalsInternal Network Drives

Industry Keywords

Plan SetupParticipant NoticesDiscretionary AmendmentsInterim AmendmentsClient Success

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, drafting plan documents, and plan setup
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 their 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
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