Retirement Plan Compliance Analyst
New
F
FuturePlanRetirement Plan Administration
United StatesFull-TimeMiddle
Salary65,000 - 95,000 USD per year
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Job Details
- Experience
- 3 to 8+ years
- Required Skills
- Microsoft Excel
Requirements
- 3 to 8+ years of hands-on retirement plan testing experience.
- Experience with 5500s and other relevant plan documents.
- Experience performing employer calculations.
- Experience with cash basis and/or trust accounting.
- Strong proficiency in Microsoft Word, Excel, and Outlook.
- Strong analytical and problem-solving skills.
- Strong written and oral communication skills.
- Ability to prioritize and manage tasks to meet compliance deadlines.
- Bachelor’s degree preferred.
- QKA designation preferred.
- In-progress QPA designation preferred.
- Prior experience with plan administration software (e.g., FT Williams or ASC) preferred.
Responsibilities
- Read and comprehend retirement plan provisions to ensure accuracy and compliance.
- Apply IRS, DOL, and ERISA regulations when interpreting plan information.
- Support DOL, IRS, and large plan audits.
- Resolve operational and compliance issues in partnership with Plan Consultants.
- Manage plan administration, testing, and compliance for an assigned block of business.
- Prepare annual valuation and compliance reports for clients.
- Consult on the drafting of plan documents and amendments.
- Perform quality assurance reviews and secure confidential data.
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