Remote Retirement Plan Compliance Analyst
Description:
• Compliance position with an advanced understanding of all plan types
• Supports DOL, IRS, and Large plan audits
• Tracks and monitors job progress to meet compliance deadlines
• Prepares annual valuation and compliance reports for Clients
• Responsible for protecting, securing, and proper handling of all confidential data
Requirements:
• Bachelor’s degree preferred
• Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred
• Experience doing Employer Calculations
• Must have experience with 5500’s and other relevant documents
• Experience with cash basis and/or trust accounting
• 5 years of prior ERISA experience in the retirement industry preferred
• 5 years of experience in analysis of financial data required/ testing experience a must
• Strong Word, Excel, and Outlook skills
• Strong written and oral communication skills
• Strong analytical and problem-solving skills
• Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
• QKA designation preferred but not required
• Involvement or work towards associates QPA designation preferred
• Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
Benefits:
• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off
Apply Now
Apply Now
• Compliance position with an advanced understanding of all plan types
• Supports DOL, IRS, and Large plan audits
• Tracks and monitors job progress to meet compliance deadlines
• Prepares annual valuation and compliance reports for Clients
• Responsible for protecting, securing, and proper handling of all confidential data
Requirements:
• Bachelor’s degree preferred
• Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred
• Experience doing Employer Calculations
• Must have experience with 5500’s and other relevant documents
• Experience with cash basis and/or trust accounting
• 5 years of prior ERISA experience in the retirement industry preferred
• 5 years of experience in analysis of financial data required/ testing experience a must
• Strong Word, Excel, and Outlook skills
• Strong written and oral communication skills
• Strong analytical and problem-solving skills
• Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
• Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
• QKA designation preferred but not required
• Involvement or work towards associates QPA designation preferred
• Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
Benefits:
• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off
Apply Now
Apply Now