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Lead Compliance Analyst - Retirement Plans


in Remote

Logo for Ameritas

At Ameritasfulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Ameritas Life Insurance Corp is seeking a Compliance Analyst to drive the business by providing support and partnering with Sales Distribution and internal/external clients. Act as the subject matter expert on plan documents for new business restatements and amendments, as well as current retirement regulation and compliance. Partner with Sales Distribution on potential client contribution illustrations and plan document reviews.

Essential Job Functions

Responsible for reviewing plan documents, preparing restatements and amendments, building solutions and resolution for potential plan errors, preparing plan design illustrations.

Team collaboration is very important in this role. Building strong partnerships with Sales Distributions, Advisors, Plan Sponsors, and Internal Team members is essential. Must utilize a strong understanding of ERISA (or be able to learn). Success in this role requires an ability to perform research and provide solutions in an independent manner.

What you do

  • Manage multiple projects at one time
  • Deliver on SLA's and Service Standards with shifting priorities
  • Demonstrate strong PC skills on tools including Microsoft Word, Excel, PowerPoint, and Outlook
  • Demonstrate a strong understanding of the Retirement Industry
  • Utilize excellent verbal and written communication skills
  • Employ customer service skills and strong problem solving skills
  • Analyze plan documents for potential issues and build solutions to those issues
  • Present technical training to internal partners
  • Draft and amend plan documents
  • Conduct plan designs calls with advisor and plan sponsor
  • Preparing Plan Illustrations

What you bring

  • 2-4 years of retirement plan experience or compliance/document experience required
  • Bachelor's degree or equivalent combination of education and experience is required
  • Defined Contribution Retirement Plan Experience is required
  • Understanding of ERISA as well as IRS and DOL guidelines and regulations
  • Understanding of retirement plan documents
  • ASPPA Designation (such as QKA, QPA) or equivalent designation is desired

What We Offer

  • Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
  • Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
  • We’re committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
  • A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
  • Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary range $74,737 to $112,106/year.

How to Apply

Apply Now

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