Retirement Compliance Analyst

April 3

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚔 Compliance

🦅 H1B Visa Sponsor

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Ascensus

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Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Performs compliance testing, document support, government forms preparation and review for moderately complex retirement plans • Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements • Performs reporting on all accounting and financial activity for the plan • Prepares all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans • Performs contribution calculations on plans • Reviews legal plan documents, all employee data and selects participant eligibility • Reconciles and/or reviews all financial activity • Prepares all required government forms • Adheres to all Newport standard operating procedures and controls • Manages multiple tasks effectively by balancing high productivity with excellent service quality • Consistently meets and/or exceeds performance expectations with the ability to work under pressure in a very fast paced environment • Focuses on learning in everyday activities and events • Coordinate with and openly exchange knowledge with colleagues • Regular, reliable, and punctual attendance

🎯 Requirements

• Bachelor's degree in a business related field or industry experience, or a combination of education and industry experience • 2+ years of progressive plan experience in third party administration environment • Preparing and explaining qualified plan compliance testing and government form filings • Strong MS Office skills required