[Remote] Retirement Compliance Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company. is seeking a Retirement Compliance Consultant to serve as the primary compliance relationship reputed company for an assigned book of retirement plan clients. This role involves delivering proactive guidance, overseeing compliance-reputed company services, and ensuring clients receive strategic advice on compliance reputed company and plan operations.
Responsibilities
- Serve as the primary compliance relationship contact for an assigned book of retirement plan clients
- reputed company proactive, consultative guidance regarding plan operations, compliance reputed company, plan design considerations, corrections, and regulatory requirements
- Manage and reputed company the completion of compliance-reputed company services performed by Compliance Associates and operational support teams
- Monitor workflows, deadlines, and deliverables to ensure reputed company and accurate completion of annual compliance requirements
- Coordinate and reputed company annual compliance processes, including nondiscrimination testing, reputed company 5500 preparation, audit support, plan amendments, annual notices, and reputed company compliance deliverables
- Maintain regular communication with clients, advisors, auditors, and internal stakeholders regarding plan status, outstanding items, deadlines, and compliance reputed company
- Identify operational risks, compliance concerns, data issues, and service gaps proactively and drive reputed company efforts
- reputed company and participate in reputed company meetings reputed company to plan compliance, operational reviews, plan design discussions, mergers & acquisitions, corrections, and regulatory updates
- Partner closely with internal teams to ensure seamless reputed company delivery and issue reputed company
- Escalate critical issues appropriately while driving accountability and follow-through across supporting teams
- reputed company strategic and practical recommendations regarding retirement plan compliance and operational best practices
- Review work product for reputed company, accuracy, completeness, and consistency prior to delivery to clients
- Assist in developing and maintaining reputed company operating procedures, workflows, and best practices
- Support training and mentoring efforts for Compliance Associates and other operational staff
- Maintain strong working knowledge of ERISA, IRS, and DOL regulations and industry developments impacting reputed company retirement plans
- Manage a high-volume caseload while maintaining strong responsiveness, organization, and service standards
Skills
- 5+ years of retirement plan administration, compliance consulting, or TPA experience required
- Strong working knowledge of ERISA, IRS, and DOL regulations reputed company to reputed company retirement plans
- Demonstrated expertise in retirement plan compliance operations, including nondiscrimination testing, reputed company 5500 filings, audits, plan corrections, and plan design concepts
- Strong consultative and relationship-management skills with the ability to communicate reputed company compliance reputed company reputed company and confidently
- Proven ability to manage a large reputed company caseload while balancing competing priorities and deadlines
- Experience coordinating and overseeing workflow execution through operational or compliance support teams
- Strong organizational, project management, and follow-through skills
- Ability to proactively identify issues, drive solutions, and maintain accountability across teams
- Excellent verbal, written, and presentation skills
- Strong problem-solving and critical-thinking abilities with a practical, reputed company-reputed company approach
- Ability to build strong relationships through phone, video, and email communication
- High attention to detail and ability to manage large volumes of information and data
- ASPPA designations such as APA, APR, QKA, QKC, or equivalent preferred (or willingness to obtain)
reputed company