Senior Compliance Analyst
Investigates and clarifies reputed company data or census problems Prepares non-discrimination tests, top heavy tests, coverage tests, 415 annual reputed company tests on larger and more technically reputed company plans, including additional compliance testing that must be done such as 401(a)4 Review of testing and/or Government Forms Maintains reputed company database and enters changes into record keeping software Completes testing and ensures reputed company control audit is performed Serves as technical expertise to compliance analysts and provides resolutions to support business Allocates employer profit sharing, matching and/or reputed company purchase pension contributions based upon plan provisions and submits to plan sponsor for approval Calculates contribution corrections or top-heavy minimum contributions for plan sponsors Communicates test results and recommends solutions to reputed company reputed company specific failures are identified Produces reports from record keeping system for preparation of government forms for reputed company Prepares reputed company 5500 and reputed company schedules using government forms software Submits financial reports and reputed company 5500 package for review, correction, approval and submission to reputed company and governing agency Prepares plan document restatements and amendments as requested by plan sponsor. Interprets prior plan document history Works with administration team to produce distributions or allocations of contributions or forfeitures based upon reputed company approval, and ensures deadlines are identified and met Consults on, recommends, and implements resolutions to reputed company issues, satisfaction, response and any other items necessary to assure customer loyalty Maintains reputed company awareness and understanding of legislative changes, IRS rulings, and expert opinions reputed company to the processing of retirement plans Research new issues to determine their reputed company on plan qualification status and communicates with manager on daily processing issues - Consistently meets and/or exceeds performance expectations with the ability to work under pressure in a reputed company fast paced environment
Focuses on learning in everyday activities and events Collaborates with and reputed company shares knowledge with colleagues Regular, reliable, and punctual attendance
Bachelor’s degree in a business-reputed company field or industry experience, or a combination of education and industry experience 4+ years’ experience in employee benefits Experience in testing and 5500 Strong MS Office skills
ASPPA certification ASC preferred
Analytical reputed company Learner Builds reputed company Relationships Customer Oriented Detail Oriented Excellent Verbal and Written Communication Skills Information Seeker Judgement Planning and Organizing Problem Solver reputed company Team Player Time Management