Remote Retirement Plan Compliance Analyst

Description: • Compliance position with an advanced understanding of all plan types • Supports DOL, IRS, and Large plan audits • Tracks and monitors job progress to meet compliance deadlines • Prepares annual valuation and compliance reports for Clients • Responsible for protecting, securing, and proper handling of all confidential data Requirements: • Bachelor’s degree preferred • Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred • Experience doing Employer Calculations • Must have experience with 5500’s and other relevant documents • Experience with cash basis and/or trust accounting • 5 years of prior ERISA experience in the retirement industry preferred • 5 years of experience in analysis of financial data required/ testing experience a must • Strong Word, Excel, 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 connection with business operations, including related ERISA compliance matters • Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements • QKA designation preferred but not required • Involvement or work towards associates QPA designation preferred • Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair Benefits: • 401(k) match • Medical • Dental • Vision • Paid-Time-Off Apply tot his job Apply To this Job