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Remote 401k Plan Documentation Specialist

Fidelity TalentSource

Austin, TX
  • Remote job

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-Ljbffr Fidelity TalentSource

Vacancy posted 5 days ago
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