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Compliance Analyst


in Remote / West Harrison NY

Logo for Pentegra

Job Summary:       Performs compliance testing; contribution calculations; Form 5500 reporting;   Ensures timely and accurate completion of all assigned projects. 


  • Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
  • Ability to interpret various plan documents (i.e., prototype, Individually Designed)
  • Research and respond to questions from the internal staff and clients regarding the compliance testing process
  • Analyzes census to accurately determine eligibility
  • Calculate contributions based on the plan’s provisions (cross-tested a plus)
  • Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to analyze & discuss testing results
  • Prepare Government Forms:  5500 and Related Schedules, 5558, 5330, 8955 and the ability to work with plan’s auditor when applicable
  • Read and interpret financial trust accounting statements
  • Review and approve participant requested loans and distribution requests
  • Advise clients on new plan design options and completes plan studies when needed
  • Responsible for entering amendment requests in Pension Pro; updating Relius specs, platform specs, obtaining signatures and follow-ups with clients.
  • Requesting record-keeper enrollment forms and updating plan specs during amendment process.
  • Attends client and advisor calls/meetings upon request with approval from assigned Manager.
  • Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review


  • 3-5 Years of defined contribution retirement compliance experience desired

•    BA/BS degree in Accounting, Finance or business related field preferred

  • Experience with Multiple Employer Plans (MEPs) preferred
  • Excellent communication and organizational skills
  • Ability to work in fast paced team environment
  • Working knowledge of Microsoft office (excel, word, outlook)
  • Experience with Sungard Relius Testing & FT Williams Government Forms a plus
  • ASPPA designations a plus or be willing to obtain designations
  • 3(16) Fiduciary Services knowledge a plus
  • Must be able to work extra hours during peak season

SALARY RANGE - $75,000-85,000 DOE

How to Apply

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