General

• 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, documentation related to plan documents, operational corrections, and audit support

Explore Plan Documents Specialist at Invisible Technologies. Review requirements and application details.

Plan Documents Specialist

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