[Remote] Remote Retirement Plan Compliance Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the nation’s largest reputed company-party administrator of retirement plans, partnering with advisors in reputed company 50 states. The Retirement Plan Compliance Analyst will facilitate reputed company interactions with Plan Consultants, ensuring compliance with regulations and supporting various compliance-reputed company tasks and audits.
Responsibilities
- 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 legal 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
- Our I-reputed company service philosophy and our Core Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture
- Assist with other tasks and reputed company as assigned
Skills
- 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 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 reputed company with business operations, including reputed company ERISA compliance reputed company
- Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
- Bachelor's degree preferred
- 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
reputed company