Fidelity TalentSource 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
#J-18808-LjbffrRemote 401k Plan Documentation Specialist in tx at Unknown Company
This position is listed as full time and onsite.