About the role
100% Remote | Up to $90,000 + Full Benefits & PTO
We're partnering with a well-established Third-Party Administrator (TPA) seeking an experienced Plan Documents Specialist to join their team. This is an excellent opportunity for someone with a strong background in retirement plan documents who enjoys working in a technical, detail-oriented role while supporting a variety of qualified retirement plans.
What You'll Do:
- Prepare, review, and maintain qualified retirement plan documents and amendments.
- Draft plan restatements, discretionary amendments, and required regulatory updates.
- Ensure plan documents remain compliant with IRS, ERISA, and Department of Labor regulations.
- Research legislative changes and implement required document updates.
- Work closely with plan administrators, compliance teams, and clients to resolve document-related questions.
- Review plan provisions for accuracy and consistency.
- Assist with plan corrections and document remediation projects as needed.
- Maintain organized records and documentation for all plan document changes.
What We're Looking For:
- 3+ years of experience working with retirement plan documents at a Third-Party Administrator (TPA).
- Strong knowledge of qualified retirement plans, including 401(k), profit sharing, and cash balance plans.
- Experience drafting plan documents, amendments, and restatements.
- Working knowledge of IRS and ERISA regulations affecting retirement plans.
- Excellent attention to detail and organizational skills.
- Strong written and verbal communication abilities.
- Ability to manage multiple priorities while meeting deadlines.
What You'll Receive:
- 100% Remote opportunity
- Salary up to $90,000 (based on experience)
- Comprehensive medical, dental, and vision benefits
- Generous paid time off (PTO)
- Opportunity to join a collaborative team with strong long-term growth potential
Millions of jobs, with real people getting hired every day
Questions, answered
Click "Apply with JobAssist" – we tailor your resume and application to this role and submit it for your approval.
Yes. This role at CPS, Inc. was screened before publishing – we confirmed the employer before listing it.
The employer didn't disclose a salary range for this listing. JobAssist shows pay whenever it's available.
This position can be done from anywhere, with no in-office requirement.
Yes – every application is tailored from your profile and this job's requirements, and you can review and edit before it's sent.