Remote Retirement Plan Compliance Analyst

Overview

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

Responsibilities

• Complete and support the work outlined for Compliance Associate roles
• Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related materials to ensure accuracy and regulatory compliance
• Understand, evaluate, and apply legislation and regulations, including (but not limited to) 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 all necessary data is requested and received to meet compliance deadlines
• Prepare annual valuation and compliance reports for clients
• Provide detailed consultation support to Plan Consultants in drafting plan documents, plan amendments, and other legal documents
• Support and complete assigned quality assurance reviews
• Protect, secure, and appropriately handle all confidential data to prevent unauthorized access, improper transmission, and/or unapproved disclosure that could harm the organization or its clients
• Perform 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 ability to prioritize, manage tasks, and meet business operations timelines, including related ERISA compliance matters
• Retirement Plan Fundamentals certification upon meeting eligibility requirements

Preferred Qualifications

• QKA designation
• Involvement in or work toward associates’ QPA designation
• Prior experience with plan administration software (e.g., 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. The organization does not anticipate that candidates will begin at the top of the range, though exceptions may occur on a case-by-case basis.
• Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Location

• Not specified in the provided posting.

Equal Opportunity

• The organization is an Equal Opportunity Employer.

Fraud Notice

• Be aware of employment fraud. Email communications from hiring managers originate from company domains. The organization will never ask candidates for payment or require candidates to purchase equipment.