Plan Documents Specialist - Freelance Project

Meridial; Malaysia; On-site; MYR 28,213 - 40,182; Part time

Job summary

Meridial is seeking a Plan Documents Specialist for a freelance project in Malaysia. This role involves assisting the Operations team in drafting, amending, and setting up plan documents, particularly for 401(k) and 403(b) plans.

The ideal candidate must demonstrate keen attention to detail, proactive attitude, and proficiency with necessary digital tools. The job supports various teams, ensuring compliance and timely completion of document projects, with remote work flexibility.

Qualifications

• Strong commitment to managing workload and adhering to IRS/DOL deadlines.
• Positive, collaborative, and proactive attitude.
• Ability to thrive in a fast-paced environment and quickly learn new processes.

Responsibilities

• Assist with drafting and reviewing plan documents and setup.
• Support the Documents Compliance Team in preparing various plan documents.
• Manage project processes for large-scale document projects.

Skills

Attention to detail

Proficiency with Excel

Proficiency with Microsoft Office

Proficiency with Google Workspace

Job description

Plan Documents Specialist - Freelance Project

Malaysia

Who Are We Looking For?

We’re looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required.

What Will You Be Doing?

Our mission is to empower retirement savings includes bundled plan services and oversight. 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.

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
• Project management support - assist with processes for novel and recurring large-scale document projects; and 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

Requirements

• Keen attention to detail and deadlines
• You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
• Strong, demonstrated 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

Hours:

45-50 hours per week

9-6pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $6/hour

Employment type: Contract
Workplace type: Remote