Plan Documents Specialist

100% Remote | Up to $90,000 + Full Benefits & PTO

We're partnering with a well-established Third-Party Administrator (TPA) seeking an experienced Plan Documents Specialist to join their team. This is an excellent opportunity for someone with a strong background in retirement plan documents who enjoys working in a technical, detail-oriented role while supporting a variety of qualified retirement plans.

• Prepare, review, and maintain qualified retirement plan documents and amendments.
• Draft plan restatements, discretionary amendments, and required regulatory updates.
• Ensure plan documents remain compliant with IRS, ERISA, and Department of Labor regulations.
• Research legislative changes and implement required document updates.
• Work closely with plan administrators, compliance teams, and clients to resolve document-related questions.
• Review plan provisions for accuracy and consistency.
• Assist with plan corrections and document remediation projects as needed.
• Maintain organized records and documentation for all plan document changes.

• 3+ years of experience working with retirement plan documents at a Third-Party Administrator (TPA).
• Strong knowledge of qualified retirement plans, including 401(k), profit sharing, and cash balance plans.
• Experience drafting plan documents, amendments, and restatements.
• Working knowledge of IRS and ERISA regulations affecting retirement plans.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities while meeting deadlines.

• 100% Remote opportunity
• Salary up to $90,000 (based on experience)
• Comprehensive medical, dental, and vision benefits
• Generous paid time off (PTO)
• Opportunity to join a collaborative team with strong long-term growth potential