[Remote] Compliance Analyst, Specialization

Note: The job is a remote job and is open to candidates in USA. Ascensus is a leading third-party administrator of retirement plans, providing personalized service backed by a national firm. The Compliance Analyst role involves ensuring compliance with retirement plan regulations and supporting Plan Consultants with complex interactions and operational issues.ResponsibilitiesAbility to successfully complete and support the work outlined for the Compliance Associate rolesReads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulationsUnderstands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting informationSupports DOL, IRS, and Large plan auditsSupports the Plan Consultants in resolving operational and compliance issues related to qualified plansIs responsible for plan administration, compliance and testing for identified blocks of businessTracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlinesPrepares annual valuation and compliance reports for ClientsProvides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documentsSupports and completes assigned quality assurance reviewsResponsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clientsOur I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational cultureAssist with other tasks and projects as assignedSkillsAbility to successfully complete and support the work outlined for the Compliance Associate rolesReads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulationsUnderstands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting informationSupports DOL, IRS, and Large plan auditsSupports the Plan Consultants in resolving operational and compliance issues related to qualified plansIs responsible for plan administration, compliance and testing for identified blocks of businessTracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlinesPrepares annual valuation and compliance reports for ClientsProvides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documentsSupports and completes assigned quality assurance reviewsResponsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clientsOur I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational cultureAssist with other tasks and projects as assigned3 - 5 years of experience in analysis of financial data requiredStrong Word, Excel, and Outlook skillsStrong written and oral communication skillsStrong analytical and problem solving skillsStrong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance mattersAssociate holds Retirement Plan Fundamentals certification upon meeting eligibility requirementsBachelor's degree preferred3 – 5 years of prior ERISA experience in the retirement industry preferredQKA designation preferredInvolvement or work towards associates QPA designation preferredPrior experience with plan administration software, i.e. ReliusCompany OverviewAscensus delivers high-quality solutions for every segment of the retirement plan marketplace. It was founded in 1980, and is headquartered in Dresher, Pennsylvania, USA, with a workforce of 5001-10000 employees. Its website is https://www2.ascensus.com/.