Coordinator, Plan Documents (Fintech)

TL;DR

Coordinator, Plan Documents (Fintech): Managing plan document drafting, amendments, and restatements for retirement services with an accent on regulatory compliance and operational efficiency. Focus on preparing discretionary and interim amendments, managing large-scale document projects, and ensuring timely completion of plan setups.

Location: Hybrid; must be based in New York, NY, Austin, TX, King of Prussia, PA, or Scottsdale, AZ

Salary: $50,000 – $55,000

Company

A financial technology company powering the new savings economy by redefining how people save for retirement, education, and healthcare.

What you will do

• Draft plan documents, including discretionary and interim amendments, restatements, and participant notices.
• Assist with the project management of large-scale document projects to ensure timely completion.
• Collaborate with Onboarding, Retirement Plan Administration, and Client Success teams on Plan Design review.
• Perform research and documentation related to plan documents and process reviews.

Requirements

• Must be based in or able to work from New York, Austin, King of Prussia, or Scottsdale.
• Keen attention to detail and ability to manage a high volume of inquiries in a fast-paced environment.
• Proficiency with Excel, Microsoft Office suite, and Google Workspace.
• Proactive commitment to managing workload and a collaborative team mentality.

Nice to have

• Understanding of ERISA, DOL, and IRS regulations.
• Professional experience with qualified plans (401(k) and 403(b)).
• Knowledge of API functionality.
• QKS or higher credential from ASPPA.

Culture & Benefits

• Comprehensive health benefits and a competitive 401(k) plan.
• Generous time off and a dedicated Employee Wellbeing Committee.
• Hybrid work model providing flexibility and access to collaborative offices.

Hiring process

• Initial 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment.
• Virtual or in-person interview panel and reference checks.