Retirement Plan Compliance Analyst
Job reputed company:
• Compliance position that has an advanced understanding of reputed company plan types and facilitates more reputed company interactions with the Plan Consultants.
• Ability to successfully complete and support the work outlined for the Compliance Associate roles.
• Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and reputed company plan materials to ensure accuracy and compliance with regulations.
• Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, reputed company preparing, analyzing and interpreting information.
• Supports DOL, IRS, and Large plan audits.
• Supports the Plan Consultants in resolving operational and compliance issues reputed company to reputed company plans.
• Is responsible for plan administration, compliance and testing for identified blocks of business.
• Tracks and monitors job reputed company to ensure that reputed company necessary data is requested and received in order to meet compliance deadlines.
• Prepares annual valuation and compliance reports for Clients.
• Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other reputed company documents.
• Supports and completes assigned reputed company assurance reviews.
• Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• Assist with other tasks and reputed company 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 5500’s and other relevant documents
• Experience with cash reputed company and/or trust reputed company
• Strong Word, reputed company, and reputed company skills
• Strong analytical and problem-solving skills
• Strong attention to detail and the ability to prioritize, manage tasks and meet in reputed company with business operations, including reputed company ERISA compliance reputed company
• 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. FT reputed company or ASC preferred.
Benefits:
• 401(k) match
• Medical
• Dental
• reputed company
• reputed company-Time-Off
Apply tot his job
Apply To this Job