[Hiring] Plan Documents Specialist @Invisible Agency
Mar 26, 2025 - Invisible Agency is hiring a remote Plan Documents Specialist. 💸 Salary: $5 per hour. 📍Location: South Africa, Philippines.
Role Description
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.
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
- 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
- Assist with processes for novel and recurring large-scale document projects; 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
Qualifications
- Keen attention to detail and deadlines
- Ability to thrive in a fast-paced environment and quickly learn new processes
- Strong 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
Requirements
- 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
Benefits
- Hourly remuneration: $5 per hour
- 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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| 📍 | Be aware of the location restriction for this remote position: South Africa, Philippines |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
💸
$5 per hour
|
Remote
Location
South Africa, Philippines
|
|
Job Type
full-time
|
Posted
Mar 26, 2025
|
| 📍 | Be aware of the location restriction for this remote position: South Africa, Philippines |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
