Remote Plan Documentation Specialist
Irving, Dallas County, Texas, 75014, USA
Listed on 2026-11-06
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Accounting
Banking & Finance
Fidelity Talent Source is seeking a Plan Documentation Specialist to own collection, review, setup and audit of client documents for the transfer of Defined Contribution Plans onto the Pre-Approved recordkeeping platform. The role requires proficiency in plan documents, amendments, asset statements, and ERISA regulations, with strong communication to clients and internal teams.
The specialist will assemble Adoption Agreements, draft Service Agreements, update fund investments, and audit plan
Our team is growing, and we are hiring a Remote 401k Plan Documentation Specialist in TX, United States.
Join Fidelity Talent Source and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote 401k Plan Documentation Specialist role at Fidelity Talent Source, based in TX, United States.
We are looking to fill the Remote 401k Plan Documentation Specialist position at Fidelity Talent Source in TX, United States.
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