Remote Retirement Plan Compliance Analyst

Overview

This role is a compliance position requiring an advanced understanding of retirement plan types and the ability to support more complex interactions with Plan Consultants. 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, consider, and apply relevant 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.
• Handle plan administration, compliance, and testing for identified blocks of business.
• Track and monitor job progress to ensure necessary data is requested, received, and used to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Provide detailed consultation 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.
• Support additional tasks and projects as assigned.

Requirements

• Bachelor’s degree preferred.
• 3 to 8+ years of hands-on retirement plan testing experience (consideration within this range).
• Experience performing employer calculations.
• 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 needs and related ERISA compliance matters.
• Retirement Plan Fundamentals certification upon meeting eligibility requirements.

Preferred Qualifications

• QKA designation preferred (not required).
• Involvement in or progress toward associates QPA designation preferred.
• Prior experience with plan administration software, e.g., FT Williams or ASC.

Compensation & Benefits

• National average salary range: $65,000 - $95,000, exclusive of any bonuses and benefits.
• Actual salary offered may vary and may be above or below the range based on factors including location, experience, performance, and internal pay alignment.
• Other rewards and benefits may include:
  • 401(k) match
  • Medical, Dental, Vision
  • Paid-Time-Off

Location

No location information provided in the source posting.