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Compliance Consultant

SMA Services, Inc.

in Telecommute

Compliance Consultant

Responsibilities & Expectations:

• Ability to complete eligibility determination, maximize contribution calculations, and all annual nondiscrimination testing;
• Strong background with trust accounting and reconciliation of Plan assets;
• Proficiency in Tax Form preparation (Form 5500 & all related schedules);
• Ability to understand and navigate a Plan Document;
• Provision of miscellaneous administrative support to management;
• Service as primary point-of-contact for 401(k) plan sponsors regarding all necessary information to process annual work;
• Willingness and ability to pitch in and support all aspects of the business as needed.

Qualifications:

• 3+ years’ experience in DC administration;
• ASPPA (or NIPA) designation preferred, such as a QKA;
• Knowledge and familiarity with Excel, Word, and FTW, and Pension Pro experience preferred but not required; 
• Excellent math, analytical, and organization skills, strong attention to detail;
• Ability to work independently & meet requested deadlines, with minimal supervision;
• Ability to work well in a virtual team environment;
• Ability to communicate effectively & professionally (both verbally & in writing) with varying audiences, (e.g., clients, advisors, record keepers, auditors, etc.)
• Excellent time management skills;
• Initiative and drive to research and communicate with regard to problem solving;
• Desire to learn new processes and job functions;
• Ambition for growth!

COMPENSATION & BENEFITS

We offer competitive salaries with incentives and bonus. Work from home/flex hours, Health insurance option, 401(k) employer match, generous paid-holidays, and PTO.

How to Apply

Well-qualified applicants should send their resume to: bschaaf@sma.org

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