WHO ARE WE LOOKING FOR?

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?

Our mission is 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

* Keen attention to detail and deadlines
* You thrive in a rapid-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

Hours:

45-50 hours per week

9-6pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

* Type: Hourly
* Rate: $6/hour

Employment type: Contract
Workplace type: Remote

📌 Plan Documents Specialist (India)
🏢 Meridial
📍 India