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Retirement Compliance Consultant


in Telecommute / IA / MA / OH

Logo for Transamerica

Job Description Summary

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.

Job Description


Form 5500 functions:

  • 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.

Compliance testing functions:

  • 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.

General functions:

  • 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.


  • 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.

Preferred Qualifications

  • Knowledge of testing and 5500 software.

Working Conditions

  • Temporary virtual working environment.

How to Apply

Two openings are available.

Apply for opening in: Iowa / Telecommute

Apply for opening in: Iowa / Massachusetts / Telecommute

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