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Retirement Plan Compliance Analyst

Corporate Employment Resources, Inc.

in Telecommute / Greenwood Village CO / Milwaukee WI

The Compliance Analyst is responsible for the successful retirement plan compliance management and delivery of compliance services for block of business. Understands regulation requirements for compliance services, participates training, communication of compliance administration topics to clients.  This is a six-month contract position with the possibility of extension.

 Job Summary:

  • Compliance management process including annual census processing, annual testing, preparation of the IRS Form 5500, uploading contributions, research, communication and presentation of qualified plan administration topics to clients
  • Participate in training, communication of compliance administration topics to clients and institutional business partners
  • Maintain all systems related to assigned block of business, including Compliance Access Database, Excel tracking spreadsheets, testing and government forms preparation software
  • Assist with the development and maintenance of the specific compliance systems and tools for compliance department
  • Serve as committee leader to establish department level procedures
  • Oversee compliance and consulting service model to a block of business
  • Department lead for any ongoing and/or specific company initiatives or system enhancement

Requirements:

  • Bachelor’s degree in Business, Finance or equivalent work experience
  • 2 years of compliance experience or equivalent work experience in related field
  • 2 years of experience working with retirement plans
  • Full knowledge of own area of functional responsibility related to compliance services  
  • Excellent customer service skills
  • Advanced Excel and working knowledge of Access
  • Overtime Required January - March
  • Local candidates will be considered

Related terms:  retirement services, compliance coordinator, plan implementation, client services, compliance testing

CORESTAFF Services is an Equal Employment Opportunity Employer. People from racial minority groups, veterans, and the disabled are strongly encouraged to apply. CORESTAFF Services is not associated with Core Staffing Services, Inc., which operates in the New York metro area.

How to Apply

Please submit your MS Word resume to cogreatwest@corestaff.com


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