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Retirement Plan Services Compliance Specialist

Associated Bank

in Neenah WI

 

 

JOB SUMMARY
The Retirment Plan Services Compliance Specialist provides technical support to Retirement Plan Services Administration regarding prototype documents, compliance testing, plan design, and Form 5500. Responsible for preparing / reviewing prototype documents / amendments, interpreting legal documents, determining/reviewing plan eligibility, calculating / reviewing contributions / forfeitures, preparing / reviewing compliance testing, and preparing Form 5500 for retirement plans that vary in complexity. Coordinates information with Retirement Plan Services Administration.

EDUCATION

  • Associate's Degree or equivalent combination of education and experience Required
  • Bachelor's Degree or equivalent combination of education and experience Preferred

EXPERIENCE

  • 4-7 years Retirement plans including regulatory compliance testing and form 5500 preparation Required
  • 7-10 years Retirement plans including regulatory compliance testing and form 5500 preparation Preferred

LICENSES & CERTIFICATIONS 

  • Certified Retirement Services Professional (CRSP) or Qualified 401(k) Administrator (QKA) within 1 year Preferred

How to Apply

Please apply online using this link:  Retirement Plan Services Compliance Specialist

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This ad has been viewed 356 times. It expires on 10/10/2017.

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