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Retirement Compliance Consultant

Transamerica

in Telecommute / IA / MA / OH

Job Description Summary

Handles the preparation and mailing of required IRS Form 5500 and applicable schedules and/or annual and mid-year compliance tests for an assigned caseload.

Job Description

Responsibilities

Form 5500 functions:

• Analyze and research data to ensure proper completion of Form 5500 and applicable schedules.
• Prepare forms following set deadlines and quality expectations.
• Provide communications and auditing packages to auditors and clients according to IRS regulations.
• Answer applicable questions from auditors and clients, and assist clients with e-filing of 5500 forms and attachments.

Compliance testing functions:

• Analyze and research census data provided by the client in preparation for compliance testing.
• Determine appropriate tests needed per plan based on specific plan provisions.
• Perform compliance testing (ADP/ACP, 401(a)(4), 410(b), Benefits, Rights & Features, Top Heavy), calculations of employer match and nonelective contributions, and applicable refunds.  Monitor 402(g) and 415 limits and handle corrective measures.
• Resolve plan operational errors discovered during test processes.

General functions:

• Review plan documents and understand the impact to the functions performed.
• Under applicable guidance, assist clients with 5500 processes and/or compliance testing and overall compliance with the plans.
• Evaluate alternative solutions and consult with other team members/manage for resolution.

Qualifications

• Bachelor’s degree in finance or business, or equivalent work experience.
• Analytical skills and attention to detail.
• Ability to prioritize work within assigned caseload.
• Proficiency using MS Office.

Preferred Qualifications

• Knowledge of testing and 5500 software.

Working Conditions

• Temporary virtual working environment.

How to Apply

Three openings are available.

Apply for opening in: Iowa / Telecommute

Apply for opening in: Iowa / Massachusetts / Telecommute

Apply for opening in: Iowa / Massachusetts / Ohio / Telecommute

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