Retirement Plan Compliance Analyst

6 days ago

🌲 Oregon – Remote

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

💵 $74.5k - $108.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚔 Compliance

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The Standard

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The Standard is a comprehensive provider of insurance, retirement, and investment products and services, targeting individuals, families, businesses, and organizations. Based in Portland, Oregon, and part of the StanCorp Financial Group, Inc. , The Standard offers products such as life and disability insurance, annuities, vision and dental coverage, and retirement plans. Their solutions aim to facilitate financial wellness and enable effective benefits administration, catering to clients of all sizes. The company is renowned for its people-first commitment and innovative partnerships, contributing to a seamless customer experience.

Group and individual disability insurance • Group life insurance • AD&D, vision and dental insurance • retirement plans products and services • individual annuities and investment advice.

1001 - 5000 employees

Founded 1906

💸 Finance

👥 HR Tech

📋 Description

• Using analytical, organizational and communication skills, this position is responsible for providing high level financial, contract and/or administrative analysis, preparation and review of client deliverables, while primarily managing all compliance related activities for defined contribution plans including preparation of contribution allocations, non-discrimination and compliance testing, census requests, required minimum distributions and required government filings. • Research and perform data analysis regarding various aspects of defined contribution retirement plans by reviewing and interpreting plan financial and census data, plan documents, ERISA guidance and regulations • Communicate with account management clearly and concisely to identify and describe changes and that affect the plans testing and provide potential solutions. • Research, analyze, interpret, and resolve complex testing and compliance questions and or issues and provide expert advice to management on creative problem resolution. • Serve as a subject matter expert in complex topics relating to retirement plan administration and participate in or lead training events.

🎯 Requirements

• 5 or more years’ experience in defined contribution plan administration responsibilities, including allocation completion, document interpretation, asset reconciliation, and customer contact with hands on compliance testing • Hands on compliance/non-discrimination testing of retirement plans • Previous experience with form 5500 preparation • Deep knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and the impacts on employee benefit plans. • Bachelor's degree in related field; or the equivalent combination of education and/or relevant experience. • Ability to work extended hours during any peak season.

🏖️ Benefits

• A rich benefits package including a 401(k) plan with matching company contributions • An annual incentive bonus plan • Generous paid time off • A supportive and responsive management approach • Opportunities for career growth and advancement • Paid time off to volunteer • An employee giving program that double matches your donations to eligible nonprofits and schools • Much more!