Remote Retirement Plan Compliance Analyst

Overview

This compliance role involves an advanced understanding of retirement plan types and supports more complex interactions with Plan Consultants. Multiple openings are available.

Responsibilities

• Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance.
• 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.
• Assist Plan Consultants in resolving operational and compliance issues related to qualified plans.
• Manage plan administration, compliance, and testing for assigned blocks of business.
• Track and monitor job progress to ensure 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.
• 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.
• Must have experience with 5500s and other relevant documents.
• Experience with cash basis and/or trust accounting.
• Strong skills in Word, Excel, and Outlook.
• 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 related to business operations and ERISA compliance matters.
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements.

Preferred Qualifications

• QKA designation.
• Involvement in or progress toward the QPA designation.
• Prior experience with plan administration software, such as FT Williams or ASC.

Compensation & Benefits

• National average salary: $65,000 - $95,000 (exclusive of bonuses and benefits).
• Salary range reflects the low and high end for this position; actual offer may vary based on location, experience, performance, and internal pay alignment.
• 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Location

• Not specified in the provided description.