in Lake Mary, FL / AL / AZ / CA / IA / IL / KS / MA / MD / MI / MN / NC / TX / VA / WI
We have an excellent opportunity for a Retirement Plan Compliance Analyst. In this role the Compliance Analyst will perform compliance testing, testing review, document
support, government forms preparation and review for moderately complex retirement plan. S/he will ensure that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. This also includes reporting on all accounting
and financial activity for the plan.
The Retirement Plan Compliance Analyst will prepare all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans as well as perform contribution
S/he will review legal plan document and all employee data and determine participant eligibility. The Retirement Plan Compliance Analyst will reconcile and/or review all financial activity as well as prepare all required
Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience.
Ability to obtain ASPPA’s Retirement
Plan Fundamental certificate (RPF-1 & RPF-2 exams).
2+ years of progressive plan experience in third party administration environment required.
Experience on preparing and explaining qualified plan compliance testing and government
Previous client services or customer service experience.