Plan Documents Specialist - Freelance Project
RemoteContractJunior level570 a hourPosted open since aug 2025
Finance contract role at Meridial. Remote; pays ₹570 an hour.
About the role
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.
What you'll do
- Work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents
- Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices
- Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents
What you need
- Excel
- Compliance
- Audit