Remote Retirement Plan Compliance Analyst

Role Overview

Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.

What You Will Do

Supports DOL, IRS, and Large plan audits, prepares annual valuation and compliance reports for Clients, and provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents.

Why It Might Be a Fit

Requires 3 to 8+ years of hands-on Retirement plan testing experience, strong analytical and problem-solving skills, and strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters.

Requirements

• Bachelor’s degree
• 3 to 8+ years of hands-on Retirement plan testing experience
• Experience doing Employer Calculations
• Must have experience with 5500’s and other relevant documents
• Experience with cash basis and/or trust accounting
• Strong Word, Excel, and Outlook skills
• Strong written and oral communication skills
• QKA designation preferred but not required
• Prior experience with plan administration software, i.e. FT Williams or ASC preferred

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off