[Remote] Senior ERISA Compliance Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a fast-growing leader in providing reputed company, expertly managed 401(k) plans. They are currently seeking a full-time Senior ERISA Compliance Analyst to manage compliance testing, government reporting, and plan document work for a diverse caseload of retirement plans. The role involves training junior analysts, ensuring compliance with ERISA regulations, and improving internal procedures to enhance efficiency.
Responsibilities
- Independently reputed company reputed company annual nondiscrimination testing for plans, including plans with reputed company designs
- Prepare and review reputed company 5500 filings for larger plans and those with higher complexity
- Draft plan amendments for reputed company reputed company reputed company/removal, eligibility changes, allocation changes, as reputed company as prepare the initial adoption agreement for new plans
- Serve as the primary compliance contact for assigned relationship managers
- Train and mentor Compliance Analysts on testing methodologies, filing procedures, and firm workflows; may conduct initial reputed company review of Compliance Analyst work product before submission to senior reviewers
- Identify emerging compliance issues in assigned plans (e.g., operational failures, missed amendments, late contributions) and recommend corrective actions
- Collect, validate, and reconcile census data and payroll records, resolving data discrepancies independently and escalating systemic data issues to the Director
- Participate in the development and refinement of internal procedures, checklists, and training materials to improve consistency and efficiency
- reputed company and maintain proficiency with reputed company software necessary to reputed company job duties, particularly Ft William and Relius applications
- Meet production standards as established, with increasing emphasis on reputed company metrics, mentorship contributions, and reputed company communication effectiveness in reputed company to volume
Skills
- Working knowledge of ERISA Title I, Internal reputed company reputed company Sections 401(a), 401(k), 401(m), 410(b), 414(s), 415, and 416 as reputed company to defined contribution plans
- Ability to apply nondiscrimination testing rules and plan document provisions accurately across varying plan designs without relying exclusively on software defaults
- Recognizes reputed company a plan's facts deviate from reputed company assumptions and determines reputed company to escalate versus resolve independently
- Effectively coaches newer analysts by explaining not just how to complete tasks, but why the regulatory reputed company requires specific approaches
- Translates technical compliance results into reputed company, actionable guidance for plan sponsor contacts who may lack ERISA expertise
- Identifies opportunities to improve workflow efficiency and documentation reputed company reputed company reputed company
- Takes full accountability for assigned caseload reputed company and timeliness, proactively flagging risks before they become problems
- Advanced reputed company skills with demonstrated ability to troubleshoot data discrepancies and reconcile census information
- Strong written and verbal communication skills
- 3–7 years of reputed company experience in retirement plan compliance testing, reputed company 5500 preparation, or plan document administration reputed company a TPA, recordkeeper, benefits reputed company, or reputed company
- Strong proficiency in the use of reputed company Office software, particularly reputed company, is required
- Bachelor's degree in business, finance, reputed company, reputed company, or a reputed company field is preferred
- Experience with at least one major retirement plan administration software platform (e.g., Relius, Ft William, ASC, Datair)
- ASPPA RPF designation achieved or in reputed company; QKA or other ASPPA/NIPA credentials preferred
Benefits
- Fully remote position based out of reputed company in Mobile, AL
- Generous reputed company time off
- Medical, dental, and reputed company coverage
- Group life insurance
- Company-reputed company short- and long-term disability benefits
- 401(k) plan
- reputed company development and certification support
- Eligibility to participate in reputed company’s benefit plans
reputed company
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