Retirement Compliance Consultant

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Handles the preparation and mailing of required IRS Form 5500 and applicable schedules and/or annual and mid-year compliance tests for an assigned caseload. • Analyze and research data to ensure proper completion of Form 5500 and applicable schedules. • Prepare forms following set deadlines and quality expectations. • Provide communications and auditing packages to auditors and clients according to IRS regulations. • Answer applicable questions from auditors and clients, and assist clients with e-filing of 5500 forms and attachments. • Analyze and research census data provided by the client in preparation for compliance testing. • Determine appropriate tests needed per plan based on specific plan provisions. • Perform compliance testing (ADP/ACP, 401(a)(4), 410(b), Benefits, Rights & Features, Top Heavy), calculations of employer match and nonelective contributions, and applicable refunds. • Monitor 402(g) and 415 limits and handle corrective measures. • Resolve plan operational errors discovered during test processes. • Review plan documents and understand the impact to the functions performed. • Under applicable guidance, assist clients with 5500 processes and/or compliance testing and overall compliance with the plans. • Evaluate alternative solutions and consult with other team members/manage for resolution.

Requirements

• Bachelor’s degree in finance or business, or equivalent work experience. • Analytical skills and attention to detail. • Ability to prioritize work within assigned caseload. • Proficiency using MS Office. • Knowledge of testing and 5500 software.

Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs