Manager, Documents – Technical Services

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $115k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Aboon

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💳 Fintech

☁️ SaaS

🤝 B2B

💰 $17.5M Seed on 2025-10

Fintech • SaaS • B2B

Aboon is a digital retirement-plan platform and TPA-focused service that helps financial advisors and employers design, launch, and manage workplace retirement plans. The platform combines AI-driven, end-to-end workflows (generation of 401(k) proposals, streamlined onboarding with recordkeepers, and digital compliance testing) with dedicated human support and integrations to trusted recordkeepers. Aboon positions itself as a fast way for advisors to win and scale retirement-plan business, emphasizes enterprise-grade security and audits, and targets both first-time plan sponsors and experienced advisors.

📋 Description

• Drive processes to draft, review, and maintain plan documents, including adoption agreements, amendments, restatements, SPDs, SMMs, and participant disclosures • Prepare restated documents for takeover plans, identify protected benefits, and flag design changes requiring client attention • Interpret document provisions and advise internal teams on operational questions • Partner with 3(16) Services to prepare and deliver required disclosures and notices within IRS and DOL timeframes • Establish and run restatement cycles and interim amendment projects • Manage regulatory amendment deadlines and coordinate client and financial advisor communications • Coordinate drafting, delivery, execution, and return of client-signed documents, ensuring alignment with recordkeeper platforms • Maintain plan document status and details in external tools and internal systems • Define and evolve correction methodology across IRS and DOL programs • Oversee correction projects from diagnosis through filing, including VCP, DFVCP, and VFCP submissions • Own document-related corrections, including missed amendments, late restatements, and document failures • Lead complex correction work involving novel fact patterns and multi-year failures, engaging outside ERISA counsel when warranted • Review corrections executed by Plan Administration for methodological and regulatory alignment • Coordinate required contributions, client communications, and submissions with Plan Administration and Relationship Management • Review incoming plan documents and amendments for takeovers, identifying compliance gaps and plan-design opportunities • Diagnose inherited compliance failures and scope required correction work • Advise onboarding administrators and relationship managers on document-related risks • Serve as subject matter expert and final escalation point on IRS/DOL requirements, plan documents, qualification, corrections, mergers and acquisitions, EPCRS, DFVCP, and VFCP • Consult on plan design and specialist client conversations • Coordinate training for Plan Consulting, Relationship Management, and Plan Administration • Partner with product, design, and engineering on document origination, amendments, restatements, tooling, and client experience • Monitor recordkeeper capabilities and regulatory developments, implementing required operational changes

🎯 Requirements

• 5+ years of qualified retirement plan document and plan corrections experience • In-depth, hands-on experience preparing and reviewing plan documents, amendments, and restatements • Deep working knowledge of ERISA, the Internal Revenue Code, and IRS/DOL correction programs • Demonstrated experience with EPCRS corrections and submissions • Ability to diagnose operational and document failures and determine the appropriate correction method • Ability to explain complex technical matters clearly to people without a technical background • Exceptionally organized, with the ability to manage multiple projects and competing deadlines with minimal oversight • Proficiency with plan document software, Google Workspace, and task and project management software • Work authorization in the United States required • No visa sponsorship available

🏖️ Benefits

• Comprehensive health, dental, and vision insurance, with additional optional coverage • 401(k) with company match • Flexible paid time off and holidays • 10 weeks paid parental leave • A fully remote work environment, with all the technology and equipment you need • Support for professional development and career growth • Annual bonus • Equity

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume