Remote Retirement Plan Compliance Analyst

Overview

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

Responsibilities

• Read and comprehend retirement plan provisions from plan documents, summaries of plan provisions, and related materials to ensure accuracy and compliance with regulations.
• Apply relevant legislation and regulations when preparing, analyzing, and interpreting information, including IRS, DOL, and ERISA.
• Support DOL, IRS, and large plan audits.
• Assist Plan Consultants in resolving operational and compliance issues related to qualified plans.
• Perform 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 support 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 of information.
• 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 doing Employer Calculations.
• Must have experience with 5500s and other relevant documents.
• Experience with cash basis and/or trust accounting.
• Strong skills in Word, Excel, and Outlook.
• Strong written and oral communication skills.
• Strong analytical and problem-solving skills.
• Strong attention to detail, with the ability to prioritize, manage tasks, and meet deadlines, including related ERISA compliance matters.
• Retirement Plan Fundamentals certification upon meeting eligibility requirements.

Preferred Qualifications

• QKA designation preferred but not required.
• Involvement or work toward associates QPA designation preferred.
• Prior experience with plan administration software (e.g., 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 and could 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, etc.

Location

Not specified in the provided job description.