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Compliance Analyst - Long term Temp

Pentegra

in Telecommute / West Harrison NY

Logo for Pentegra

Title:                         Compliance Analyst - Long term Temp

Location:                  Any of our offices or Remote

Reports to:               Compliance Manager

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

Responsibilities:

  • 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
  • Advises 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
  • Must embrace “The Pentegra Way”

Requirements:

  • 3-5 Years of Defined Contribution retirement compliance and reporting experience
  • 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

If remote employee, must have previous experience working from home.

How to Apply

Please forward resume with salary requirements to HR@Pentegra.com


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