Lead Compliance Analyst - Retirement Plans
This position is remote (within the U.S.A.) and does not require regular in-office presence.
What you do:
Responsible for reviewing plan documents, preparing restatements and amendments, building solutions and resolutions for potential plan errors.
Cross team and team collaboration is very important in this role. Building strong partnerships with Sales Distributions, Advisors, Plan Sponsors, and Internal Team members is essential.
Utilize a strong understanding of ERISA.
Success in this role requires an ability to perform research and provide solutions in an independent manner.
Make recommendations to mitigate regulatory risk.
Communicate with internal and external business partners to promote their understanding and compliance with I.R.S. and D.O.L. regulatory requirements, policies, and procedures.
Manage multiple projects at one time. Delivery on service level agreements and service standards with shifting priorities.
Utilize strong PC skills on tools including Microsoft Word, Excel, PowerPoint, and Outlook.
Apply excellent verbal and written communication skills.
Employ customer service skills and problem-solving skills to make plan sponsors aware of potential plan documents issues and proactively build solutions to those concerns.
Draft and amend retirement plan documents working within Ameritas approved framework.
Conduct plan design calls with advisors and plan sponsors
Prepare plan design illustrations
What you bring:
Bachelor’s degree or equivalent experience is required.
3-5 years of related experience is required.
Defined contribution retirement plan experience is required.
Understanding of ERISA as well as IRS and DOL guidelines and regulations is required.
Experience working with retirement plan documents is desired.
ASPPA Designation(s) (such as QKA, QPA) or equivalent is desired.
Experience with MEP and PEP plans is desired.
What we offer:
A meaningful mission. Great benefits. A vibrant cultureAmeritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:Ameritas BenefitsFor your money:• 401(k) Retirement Plan with company match and quarterly contribution.• Tuition Reimbursement and Assistance.• Incentive Program Bonuses.• Competitive Pay.For your time:• Flexible Hybrid work.• Thrive Days - Personal time off.• Paid time off (PTO).For your health and well-being:• Health Benefits: Medical, Dental, Vision.• Health Savings Account (HSA) with employer contribution.• Well-being programs with financial rewards.• Employee assistance program (EAP).For your professional growth:• Professional development programs.• Leadership development programs.• Employee resource groups.• StrengthsFinder Program.For your community:• Matching donations program.• Paid volunteer time– 8 hours per month.For your family:• Generous paid maternity leave and paternity leave.• Fertility, surrogacy, and adoption assistance.• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application DeadlineThis position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
Apply Now
What you do:
Responsible for reviewing plan documents, preparing restatements and amendments, building solutions and resolutions for potential plan errors.
Cross team and team collaboration is very important in this role. Building strong partnerships with Sales Distributions, Advisors, Plan Sponsors, and Internal Team members is essential.
Utilize a strong understanding of ERISA.
Success in this role requires an ability to perform research and provide solutions in an independent manner.
Make recommendations to mitigate regulatory risk.
Communicate with internal and external business partners to promote their understanding and compliance with I.R.S. and D.O.L. regulatory requirements, policies, and procedures.
Manage multiple projects at one time. Delivery on service level agreements and service standards with shifting priorities.
Utilize strong PC skills on tools including Microsoft Word, Excel, PowerPoint, and Outlook.
Apply excellent verbal and written communication skills.
Employ customer service skills and problem-solving skills to make plan sponsors aware of potential plan documents issues and proactively build solutions to those concerns.
Draft and amend retirement plan documents working within Ameritas approved framework.
Conduct plan design calls with advisors and plan sponsors
Prepare plan design illustrations
What you bring:
Bachelor’s degree or equivalent experience is required.
3-5 years of related experience is required.
Defined contribution retirement plan experience is required.
Understanding of ERISA as well as IRS and DOL guidelines and regulations is required.
Experience working with retirement plan documents is desired.
ASPPA Designation(s) (such as QKA, QPA) or equivalent is desired.
Experience with MEP and PEP plans is desired.
What we offer:
A meaningful mission. Great benefits. A vibrant cultureAmeritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:Ameritas BenefitsFor your money:• 401(k) Retirement Plan with company match and quarterly contribution.• Tuition Reimbursement and Assistance.• Incentive Program Bonuses.• Competitive Pay.For your time:• Flexible Hybrid work.• Thrive Days - Personal time off.• Paid time off (PTO).For your health and well-being:• Health Benefits: Medical, Dental, Vision.• Health Savings Account (HSA) with employer contribution.• Well-being programs with financial rewards.• Employee assistance program (EAP).For your professional growth:• Professional development programs.• Leadership development programs.• Employee resource groups.• StrengthsFinder Program.For your community:• Matching donations program.• Paid volunteer time– 8 hours per month.For your family:• Generous paid maternity leave and paternity leave.• Fertility, surrogacy, and adoption assistance.• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application DeadlineThis position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
Apply Now