Senior Compliance Analyst

Role Overview

This position is responsible for all compliance aspects of 401(k) plan administration, including plan document creation and maintenance, nondiscrimination testing, participant benefit allocations, and various other tasks associated with 401(k) plan administration. The Senior Compliance Analyst will work with clients to ensure regulatory compliance and provide technical expertise on advanced technical issues.

What You Will Do

Reviews prospective business for suitability and plan design, manages nondiscrimination testing, prepares annual Form 5500 and audit packages, and advises on complex controlled group business structures. Provides technical expertise and monitors legislative changes for potential required amendments.

Why It Might Be a Fit

This role requires a strong understanding of ERISA, the Internal Revenue Code, and Department of Labor regulations, with a primary focus on 401(k) plans. The ideal candidate will have experience with industry recognized recordkeeping systems and a commitment to pursuing a professional designation.

Requirements

• Bachelor’s Degree in Business Administration, Finance, Accounting or industry specific equivalent experience
• Four to seven years of experience in defined contribution plan administration field
• Industry related professional designation preferred but not required

Benefits

• Paid time off
• Top-tier medical, dental and vision benefits
• Health & wellness support
• Paid volunteer hours