Remote Retirement Plan Compliance Analyst

2 days ago

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Ascensus

WebsiteLinkedInAll Job Openings

Retirement plan services • Education savings • ABLE accounts

5001 - 10000

💰 Secondary Market on 2019-02

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