Remote Retirement Plan Compliance Analyst

Overview

This compliance position requires an advanced understanding of retirement plan types and involves facilitating more complex interactions with Plan Consultants.

The organization has several openings for this role.

Responsibilities

• Complete and support the work outlined for the Compliance Associate roles.
• Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
• Understand, consider, and apply legislation and regulations (including, but not limited to, IRS, DOL, and ERISA) when preparing, analyzing, and interpreting information.
• Support DOL, IRS, and Large plan audits.
• Support Plan Consultants in resolving operational and compliance issues related to qualified plans.
• Handle plan administration, compliance, and testing for identified blocks of business.
• Track and monitor job progress to ensure all necessary data is requested and received to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Provide detailed consultations with Plan Consultants in drafting plan documents, plan amendments, and other legal documents.
• Support and complete assigned quality assurance reviews.
• Protect, secure, and properly handle all confidential data to prevent unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the organization or its clients.
• Assist with other tasks and projects as assigned.

Requirements

• Bachelor’s degree preferred.
• 3 to 8+ years of hands-on retirement plan testing experience.
• Experience performing employer calculations.
• 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.
• Strong analytical and problem-solving skills.
• Strong attention to detail, with the ability to prioritize, manage tasks, and meet deadlines, including related ERISA compliance matters.
• Retirement Plan Fundamentals certification (held by the Associate upon meeting eligibility requirements).

Preferred Qualifications

• QKA designation preferred (not required).
• Involvement or work toward associates QPA designation preferred.
• Prior experience with plan administration software (e.g., FT Williams or ASC preferred).

Compensation & Benefits

• National average salary: $65,000 - $95,000 (exclusive of any bonuses and benefits). Actual salary offered may vary and may be above or below the range based on location, experience, performance, and internal pay alignment.
• The organization does not anticipate candidates will begin at the top of the range, but it may occur on a case-by-case basis.
• Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Location

• Not specified in the provided description.