Remote Retirement Plan Compliance Analyst

Overview

This Compliance role requires an advanced understanding of all plan types and supports more complex interactions with Plan Consultants. The position involves compliance, plan administration, and testing responsibilities for identified blocks of business.

There are several openings for this role.

Responsibilities

• Successfully complete and support work outlined for 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 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.
• Own plan administration, compliance, and testing for assigned 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.
• 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 will be considered within this range).
• Experience performing employer calculations.
• Experience with 5500s 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; ability to prioritize, manage tasks, and meet operational needs, including related ERISA compliance matters.
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements.
• QKA designation preferred but not required.
• Involvement in, or work toward, associates QPA designation preferred.
• Prior experience with plan administration software, such as FT Williams or ASC, preferred.

Compensation & Benefits

• National average salary: $65,000 - $95,000 (exclusive of any bonuses and benefits).
• Actual salary offered will vary and may be above or below the range based on factors including location, experience, performance, and internal pay alignment.
• Other rewards and benefits may include:
  • 401(k) match
  • Medical, Dental, Vision
  • Paid-Time-Off

Location

Not specified in the provided description.