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Compliance Specialist II

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Compliance Analyst - Defined Contribution Plans

M2B Retirement Consulting LLC

in Remote / PA

Logo for M2B Retirement Consulting LLC

M2B Retirement Consulting, located just north of Pittsburgh, PA, provides full-service retirement plan design, consulting, and administration to businesses of all sizes.  Our administrative and compliance services include both defined contribution as well as defined benefit plans.  Additionally, we offer highly specialized ESOP services, a complete suite of 403(b) of services and value-added consulting, administration, and actuarial certification for traditional defined benefit plans, offset plans, and cash balance design.

M2B was formed in 2016 by the founding partners with more than 70 years of collective experience in the retirement plan industry.  The solid reputation built over the course of our careers is evident by the rapid growth of the company in the last six years.  M2B is committed to providing the highest level of quality work and customer service to our clients and referral partners, and we’re looking to add an experienced administrator to join our defined contributions team!

For a qualified candidate who is the right fit to join our team, we are offering an exceptional salary package with potential of a sign-on bonus!

 

As a Compliance Analyst for M2B, your focus is on the operations and compliance testing for an assigned book of plans of various sizes and complexities.  This position works as a member of a team with a dedicated Senior Consultant/Relationship Manager who handles the direct client and advisor communications.

Responsibilities:

  • Review and scrub census data for accuracy and missing information
  • Perform all applicable compliance testing (including ADP, ACP, 410(b), 401(a)(4), top-heavy) and administer retirement plans in accordance with ERISA
  • Address testing issues and recommend possible plan design changes
  • Prepare contribution projections, calculations, and non-discrimination testing – including allocation of employer contributions/forfeitures based on plan provisions and/or testing requirements
  • Calculate corrective distributions for testing failures, including associated earnings, along with Form 5330
  • Calculate lost earnings on late deposits of 401(k) deferrals and/or loan repayments
  • Navigate various recordkeeper website to access reports and review transactions
  • Reconcile plan- and participant-level transactions on an accrued basis
  • Produce valuation reports and review results for accuracy before passing to Management for final review
  • Prepare IRS Form 5500 and related Scheduled using appropriate Government Forms software
  • Support auditors for large plan audits by gathering requested reports and transaction detail
  • Understand and interpret defined contribution plan documents
  • Review distribution and loan requests to determine if in good order or if additional information is needed
  • Research plan-related issues and corrective measures
  • Work directly with Senior Consultant and other team members on a daily basis to ensure timely completion of caseload

Qualifications:

  • Bachelor’s degree in math, finance, or related field preferred
  • Minimum of three (3) years of experience in the retirement plan industry
  • Extensive background in qualified defined contribution plan administration, including ERISA and IRS/DOL rules and regulations
  • ASPPA credentials preferred
  • Knowledge of Ft. Williams compliance software is required
  • Proficient with Microsoft Office products
  • Strong communication skills, both written and verbal
  • Strong attention to detail and ability to manage multiple projects in a fast-paced environment
  • Ability to work and thrive in a team environment approach

Salary/Benefits:

  1. Competitive salary with PTO and paid holidays
  2. Health/dental/vision insurance
  3. Company-sponsored retirement plan
  4. Educational support for ASPPA certifications and on-going CE
  5. Advancement and growth opportunities available for those showing pride in the services they provide and commitment to continued success of the company

How to Apply

To apply, please email your resume to Molly Balkey at mbalkey@m2b-retirement.com.


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