Remote Retirement Plan Compliance Analyst

Overview

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

Responsibilities

• Complete and support the work outlined for Compliance Associate roles.
• Read and interpret retirement plan provisions from plan documents, summaries of plan provisions, and related materials to ensure accuracy and regulatory compliance.
• Apply relevant 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 identified blocks of business.
• Track and monitor work progress to ensure required data is requested and received to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Provide detailed input to 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, ability to prioritize, manage tasks, and meet operational deadlines, including ERISA compliance matters.
• Retirement Plan Fundamentals certification upon meeting eligibility requirements.

Preferred Qualifications

• QKA designation (preferred but not required).
• Involvement or work towards 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.
• Salary offered may vary based on location, experience, performance, and internal pay alignment; the employer does not anticipate candidates will begin at the top of the range, though it may occur case-by-case.
• Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Location

Not specified.