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Plan Compliance Analyst

Retirement Planners & Administrators

in Telecommute / Falls Church VA

Logo for Retirement Planners & Administrators

RPA keeps growing and we are in need of 401(k)/403(b) Plan Compliance Analyst with a minimum 3 years of experience with Relius Administration.  You could work out of the comfort your own home, or out of our home office in Falls Church, Virginia.

A to Z Administration responsibilities includes:

  • Superior Client Service and Communication
  • Read and interpret plan documents
  • Contribution calculations including cross-testing
  • Asset Reconciliation/Trust Accounting
  • Discrimination Testing
  • Year-end valuation
  • Form 5500, 5330, etc
  • Evaluate plan and contributions to determine if changes should be made
  • Loan, hardship, and distribution review
  • Attention to detail
  • Ability to organize, set priorities and meet deadlines

You must be able to work with little supervision, be proactive, and have good written and verbal communication skills. Proficiency is required with Excel, Word, Outlook, and Adobe Acrobat. Experience with FT Williams 5500s and Pension Pal is a plus.  A minimum of 3 years of experience with Relius Administration is required. 

We offer:

  • Employer-paid health and dental insurance, no waiting period
  • 401(k) with 3% safe harbor non-elective contribution, no waiting period
  • 15 days Paid Time Off
  • 10 paid holidays
  • Aflac plan (employee funded)
  • Employer paid professional dues and related education expenses
  • Flexible work hours

If you have the knowledge and experience referenced above but are on the fence about making a job change, we are willing to have a confidential conversation with you about the position.  Send us an email with your phone number and a couple of good times to call.

How to Apply

Please send us your confidential resume with salary range requirements to work@retirementplanners.com.


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