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. Several openings are available.

Responsibilities

• Complete and support 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 applicable legislation and regulations when preparing, analyzing, and interpreting information, including requirements related to IRS, DOL, and ERISA
• Support DOL, IRS, and large plan audits
• Assist Plan Consultants with 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 required data is requested, received, and processed to meet compliance deadlines
• Prepare annual valuation and compliance reports for clients
• Provide detailed consultations with Plan Consultants when 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 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
• 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 business operation needs, including related ERISA compliance matters
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements

Preferred Qualifications

• QKA designation
• Involvement in or progress toward associates 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 any bonuses and benefits
• Actual salary offered may vary based on factors including location, experience, performance, and internal pay alignment; candidates are not anticipated to begin at the top of the range, though case-by-case exceptions may apply
• Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Location

Not specified in the provided description.