Remote Retirement Plan Compliance Analyst

Overview

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

Responsibilities

• 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 (but not limited to) IRS, DOL, and ERISA.
• 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 required data is requested and received to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Provide detailed consultations to assist 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 (will be considered).
• Experience performing employer calculations.
• Must have 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, including the ability to prioritize, manage tasks, and meet operational and ERISA compliance-related deadlines.
• Retirement Plan Fundamentals certification upon meeting eligibility requirements.

Preferred Qualifications

• 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 range: $65,000 - $95,000 (exclusive of any bonuses and benefits).
• The offered salary may vary based on location, experience, performance, and internal pay alignment, and 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.

Equal Opportunity

The employer is an Equal Opportunity Employer.

Fraud Warning

Be aware of employment fraud. All email communications from the employer or its hiring managers originate from @ascensus.com or @futureplan.com. The employer will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, apply directly through the employer’s website.