ZipRecruiter

Log In

2

Remote Retirement Plan Document Specialist Jobs (NOW HIRING)

Alerus

Retirement Plan Document/Design Manager

$95K - $105K/yr

This role serves as the subject matter expert on retirement plan documents and partners closely with Compliance leadership to ensure consistent execution of service standards, support associate ...

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site +1

$65K - $85K/yr

Retirement Plan Specialist Location: Atlanta, GA (hybrid) or Jacksonville, FL (Remote) Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater ...

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

This position will sit remote but must reside in the greater LA county area*** Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site education for Plan Sponsor ...

next page

Showing results 1-20

All Jobsremote JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsRemote Retirement Plan Document Specialist Jobs

Remote Retirement Plan Document Specialist information

See salary details

$13

$24

$42

How much do remote retirement plan document specialist jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for remote retirement plan document specialist in the United States is $24.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.40 per hour, depending on experience, location, and employer.

What is the difference between Remote Retirement Plan Document Specialist vs Remote Retirement Plan Administrator?

AspectRemote Retirement Plan Document SpecialistRemote Retirement Plan Administrator
Primary RolePrepares, reviews, and maintains retirement plan documents and compliance materialsManages daily plan operations, participant inquiries, and compliance tasks
Required CredentialsKnowledge of ERISA, plan documents, and compliance regulationsKnowledge of plan administration, regulations, and participant management
Work EnvironmentOffice or remote, focused on document review and complianceRemote or office, customer service and administrative focus
Common UsageUsed by firms handling plan documentation and complianceUsed by firms managing plan administration and participant services

The Remote Retirement Plan Document Specialist primarily focuses on preparing and maintaining plan documents, ensuring compliance with regulations. In contrast, the Remote Retirement Plan Administrator handles daily plan operations and participant interactions. Both roles require knowledge of ERISA and retirement regulations but differ in their core responsibilities and work focus.

More about Remote Retirement Plan Document Specialist jobs

What cities are hiring for Remote Retirement Plan Document Specialist jobs?

Cities with the most Remote Retirement Plan Document Specialist job openings:

What are the most commonly searched types of Retirement Plan Document Specialist jobs?

The most popular types of Retirement Plan Document Specialist jobs are:

What states have the most Remote Retirement Plan Document Specialist jobs?

States with the most job openings for Remote Retirement Plan Document Specialist jobs include:

What job categories do people searching Remote Retirement Plan Document Specialist jobs look for?

The top searched job categories for Remote Retirement Plan Document Specialist jobs are:

Remote Retirement Plan Document Specialist jobs near you
Infographic showing various Remote Retirement Plan Document Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $50,388 per year, or $24.2 per hour.

PLAN DOCUMENT SPECIALIST

Boon-Chapman Benefit Administrators, Inc.

Austin, TX • On-site, Remote

$50K - $55K/yr

Other

Medical, Dental, Vision

Posted 23 days ago

Key responsibilities

  • Create, update, and maintain medical, dental, vision, and HRA/HSA plan documents and amendments.

  • Collaborate with internal teams to update plan documents, SBCs, and faxback documents for new and current clients.

  • Submit plan documents to internal departments and respond to related questions, ensuring compliance with regulations.

Job description

Position Overview: This position is responsible for maintaining, creating, updating and coordinating all plan document related functions. This includes but is not limited to ERISA plans, non-ERISA plans, Grandfathered and non-Grandfathered medical plans, dental plans, vision plans and HRA/HSA plans. Works under minimal direction with extensive latitude for the use of initiative and independent judgment. Reports to the Director of Implementation.
Key Responsibilities:
  • Create all new medical, dental, and vision plan documents.
  • Works with the Director of Implementation to utilize Phia's document tools.
  • Create plan document amendments for plan changes when needed.
  • Maintain plan document tool and templates.
  • Responsible for staying up to date on regulation changes affecting all self-funded plans as it pertains to the plan document.
  • Work with Account Management, Implementation, and Renewal teams on updating plan documents for new clients and current clients.
  • Create, update and maintain SBCs for new clients as well as current clients at renewal.
  • Create, update and maintain faxback document for new clients as well as current clients at renewal.
  • Submit Plan Document to Plan Building department and respond to questions.
  • Submit documents to internal departments for publication to portals and provider fax systems.
  • Attend training sessions both internally and externally to enhance knowledge of plan document compliance.
  • Perform other duties as assigned by the Director of Implementation.

Qualifications:
  • High school diploma or equivalent with some college or related experience. Experience and education may be substituted for one another.
  • At least two years of self-funded health insurance-related experience.
  • Experience with Phia Plan Documents preferred

Knowledge, Skills, and Abilities
  • Knowledge of creating and maintaining Self-Funded Plan Documents and SBCs
  • Knowledge of internal policies and procedures.
  • Ability to interpret plan documents and amendments.
  • Ability to adapt to a constantly changing environment.
  • Ability to multi-task.
  • Ability to accurately compile data and perform detailed work.
  • Employee benefits experience required. TPA experience preferred.
  • Must have exceptional interpersonal and written communication skills.
  • Must have a passion for customer service.
  • Must have exceptional documentation and organization skills.
  • Must be able to work independently
  • Must possess a team player mentality with focus on collaboration skills.
  • General knowledge of business correspondence, filing, and general office procedures.
  • Skill using Microsoft Word, Excel and Access.
  • Skill in critical thinking.
  • Ability to meet deadlines
  • Ability to maintain regular attendance
  • Ability to maintain confidentiality of material and information
  • Ability to maintain professional appearance and demeanor
  • Ability to work as a member of a team and with other departments.

Work Environment / Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift to 15 pounds at times.

Apply