Remote Retirement Plan Compliance Analyst

Overview

This compliance role involves an advanced understanding of multiple retirement plan types and supports more complex interactions with Plan Consultants.

Responsibilities

• Read, comprehend, and verify retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and regulatory compliance.
• Apply relevant legislation and regulations, including IRS, DOL, and ERISA, when preparing, analyzing, and interpreting plan-related information.
• Support DOL, IRS, and large plan audits.
• Assist Plan Consultants in resolving operational and compliance issues related to qualified plans.
• Handle plan administration, compliance, and testing for assigned blocks of business.
• Track and monitor work progress to ensure all required data is requested and received to meet compliance deadlines.
• Prepare annual valuation and compliance reports for clients.
• Provide detailed consultation to Plan Consultants in drafting plan documents, plan amendments, and other legal documents.
• 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.
• Experience performing employer calculations.
• Must have experience with 5500s and other relevant documents.
• Experience with cash basis and/or trust accounting.
• Strong working knowledge of Word, Excel, and Outlook.
• Strong written and oral communication skills.
• Strong analytical and problem-solving skills.
• High attention to detail, with the ability to prioritize, manage tasks, and meet operational timelines, including ERISA compliance matters.
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements.
• QKA designation preferred but not required.
• Involvement in or work toward associates QPA designation preferred.
• Prior experience with plan administration software (i.e., FT Williams or ASC) preferred.

Compensation & Benefits

• National average salary range: $65,000 - $95,000, exclusive of any bonuses and benefits.
• Actual salary offered may vary based on location, experience, performance, and internal pay alignment. The organization does not anticipate candidates will begin at the top of the range, though it 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 description.