Remote Retirement Plan Compliance Analyst

Overview

This is a compliance role requiring advanced understanding of retirement plan types and experience facilitating more complex interactions with Plan Consultants. Multiple openings are available.

Responsibilities

• Read, comprehend, and interpret retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
• Apply applicable legislation and regulations (including IRS, DOL, and ERISA) when preparing, analyzing, and interpreting information.
• Support DOL, IRS, and large plan audits.
• Support 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 consultations to 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.
• Assist with other tasks and projects as assigned.

Requirements

• Bachelor’s degree preferred.
• 3 to 8+ years of hands-on retirement plan testing experience (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 and 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 progress toward associates QPA designation preferred.
• Prior experience with plan administration software (e.g., FT Williams or ASC) preferred.

Compensation & Benefits

• National average salary: $65,000 - $95,000, exclusive of bonuses and benefits.
• The stated range represents the low and high end for this position. Actual salary offered may vary and could be above or below the range based on location, experience, performance, and internal pay alignment.
• Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Location

Not specified in the provided description.