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Plan Documents Specialist

Worldwide - Remote

Plan Documents Specialist- Fully Remote

Start a career in tech: Join the team that’s supporting the latest cutting-edge AI language models.

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The Business Context

You already use AI in many ways—like deciding what products and services to order—and it may be most familiar to you as a chatbot, as an avatar-maker, or as a way to unlock your screen. But here’s what AI may be able to help the world with: finding medical diagnoses, teaching you about scientific research, and calculating the complexities of any function. 

But, like humans, algorithms are what they eat. They’re only as good as the rules they know and the data they’re trained on. We’re the team that helps model these behaviours.

Job Summary:

WHO ARE WE LOOKING FOR?

Client is expanding and we’re excited about adding a Specialist to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated specialist to assist our Operations  team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required.

WHAT WILL YOU BE DOING?

  1. A key component of Client mission to empower retirement savings includes bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with our 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 their operational considerations.

    Day-to-Day, You May Also Be Expected To:

    • Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
    • Project management support - assist with  processes for novel and recurring large-scale document projects; and assure successful, timely completion of each
    • Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support

REQUIREMENTS: 

The Necessities

    • Keen attention to detail and deadlines
    • You thrive in a fast-paced environment and have the 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; Google Workspace; cloud-based client portals and internal network drives

     

  2. The Extras
  • Knowledge of one or more plan document and its related draft system (e.g. FT William, Datair, ASC, Sungard Relius)
  • Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
  • Knowledge of Application Programming Interface (API) functionality
  • Professional experience in defined contribution / qualified plan design & document drafting
  • Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience

Compensation & Details 

  • Type: Hourly
  • Remuneration: $5 per hour. 
  • Role: full-time and Exclusive commitment
  • MUST be able to have completed BACKGROUND CHECK for the project

Preferred location is Philippines & South Africa. 

 

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