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Plan Documents Specialist - Freelance Project

MeridialLegit · not rated yetPosted on 22 Oct 2025

Pay: $6/hr

Who can apply
Open only to people in Chile, Colombia, Costa Rica, India, Jamaica, Malaysia, Philippines
Hours
45–50 hrs/week · Freelance
Where
Remote, work from home
Job type
Expert (SME) review

At a glance: A freelance, remote expert (SME) review job with Meridial. It pays $6/hr for 45–50 hours a week. Only people in 7 listed countries can apply.

  • Ongoing · listed since 22 Oct 2025

    Meridial keeps this listing open to recruit all year. It is still open, but it isn’t a new opening.

What happens after you click Apply

  1. You leave AI Trainer HQ and go to Meridial’s own site.
  2. Apply to a listing
  3. Assessment
  4. Onboarding

How this pay compares

This job pays more than 4% of the 211 other generalist (no degree needed) jobs on the board that state pay; 96% pay more.

This job
$6/hrAs listed
Median on Meridial
$65/hrFrom 539 other paid jobs
Median in generalist (no degree needed)
$65/hrFrom 211 other paid jobs
How we compare pay

Requirements

Qualifications
  • 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
Languages
  • English
Equipment
  • Computer with a reliable internet connection

About this job

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

Also listed in: Chile, Colombia, Costa Rica, India, Jamaica, Malaysia, Philippines. Meridial posts this role once per location. It is the same job, so we show it once.

Listing history

First seen on our board
(9 days ago)
Posted by Meridial
Last checked
Source
Greenhouse

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