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Sr Plan Compliance Specialist

American Trust Retirement

(Remote / Lexington KY)

Job Summary:

This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control.

Duties/Responsibilities:

• Ability to perform or quality review nondiscrimination testing and other compliance related tasks completed by plan compliance team members.
• Participate in staff development of plan compliance team by providing ERISA technical guidance and quality review feedback.
• Expert understanding of qualified plan retirement plan contributions (including New Comparability).
• Perform QDRO reviews for accuracy and completeness and determine the award to alternate payee.
• Review death distributions to determine beneficiary and payout period.
• Update compliance materials, participant forms, letters and distribution packages for law changes/disclosures within recordkeeping software and web access by client.
• Effectively execute resolution to escalated technical issues from clients and/or internal staff.
• Identify and utilize internal and external resources for compliance resolution.
• Provide plan design support for existing and on boarding clients.
• Participate in compliance related projects and other duties as assigned.
• Maintain an expert level knowledge of qualified plan regulations.
• Possess a strong understanding of department processes, procedures and standards

Required Skills/Abilities:

• College degree or relevant work experience required
• QKA (Qualified 401(k) Administrator) designation preferred
• 10+ years of Retirement or Pension experience preferred
• Ability to operate the following:
  • PC, calculator, copy/scan/fax machine, telephone
• Ability to work with the following software:
  • Relius Administration, FTWilliams, CRM, Access, Excel, Word, Adobe, Relius Documents
• Ability to read and interpret plan documents.
• Possess the following skills:
  • Ability to work both independently and in a team environment.
  • Ability to meet regulatory deadlines as well as team and personal goals.
  • Strong problem solving and analytical skills.
  • Ability to handle multiple projects and prioritize workload.
  • Excellent communication skills, both written and verbal.
  • Able to react to change productively.
  • Expert knowledge of ERISA, IRS, and DOL regulations

Salary: $80,000 - $95,000 base salary, based on experience, plus eligibility to participate in company's bonus program.

How to Apply

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