Senior Compliance Analyst

4 days ago

🇺🇸 United States – Remote

🐊 Florida – Remote

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

🌽 Illinois – Remote

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

+1 more states

🐊 Florida – Remote 🌽 Illinois – Remote 🤠 Texas – Remote

⏰ Full Time

🟠 Senior

🚔 Compliance

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

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 and government forms preparation for complex retirement plan clients. • Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. • Communicates with plan sponsors to update and correct required data necessary to perform various testing required by government regulations. • Investigates and clarifies client data or census problems. • Prepares non-discrimination tests, top heavy tests, coverage tests, 415 annual addition tests on larger and more technically complex plans. • Maintains client database and enters changes into record keeping software. • Completes testing and ensures quality control audit is performed. • Serves as technical expertise to compliance analysts and provides resolutions to support business. • Allocates employer profit sharing, matching and/or money purchase pension contributions based upon plan provisions and submits to plan sponsor for approval. • Produces reports for preparation of government forms for client. • Prepares Form 5500 and related schedules using government forms software. • Submits financial reports and Form 5500 package for review, correction, approval and submission to client and governing agency. • Prepares plan document restatements and amendments as requested by plan sponsor. • Interprets prior plan document history. • Works with administration team to produce distributions or allocations of contributions or forfeitures based upon client approval. • Consults on, recommends, and implements resolutions to client issues.

Requirements

• Bachelor’s degree in a business-related field or industry experience, or a combination of education and industry experience • 4+ years’ experience in employee benefits • Experience in testing and 5500 • Strong MS Office skills • ASPPA certification ASC preferred