Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Post and Distribute
Your Jobs
ARPA Webcasts

Featured Jobs

Director of Finance

NYCDC of Carpenters Benefit Funds
(New York NY)

Director of 401(k) Implementation, Core

Human Interest
(Telecommute / Mill Valley CA)

Human Interest logo

DB Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

Employee Benefits/Health and Welfare Attorney

Miller Johnson
(Telecommute / Grand Rapids MI / Kalamazoo MI / Detroit MI)

Miller Johnson logo

Defined Benefit Retirement Plan Administrator

Benefit Associates, Inc.
(Telecommute / Huntington Beach CA)

Benefit Associates, Inc. logo

Retirement Plan Administrator

RSW & Associates
(CT / NJ / NY)

RSW & Associates logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

Retirement Plan Administrator

Bates & Company
(Telecommute / Winter Park FL)

Bates & Company logo

DC Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

DB/DC Administrator

Primark Benefits
(Telecommute / Burlingame CA)

Primark Benefits logo

401(k) Consultant

TPS Group
(Telecommute / North Haven CT)

TPS Group logo

401(k) Implementation Manager

Human Interest
(Telecommute / San Francisco CA)

Human Interest logo

Product Support Consultant part of Wolters Kluwer Legal & Regulatory
(Telecommute) part of Wolters Kluwer Legal & Regulatory logo

Retirement Plan Administrator

Premier Plan Consultants
(Telecommute / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Consultant / Relationship Manager

Associated Pension Consultants
(Chico CA / Sacramento CA)

Associated Pension Consultants logo

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Compliance Analyst

Maxus Plan Solutions

in Telecommute

Logo for Maxus Plan Solutions

If you are a retirement plan enthusiast looking for a workplace where your skill is valued and your voice is heard, we have an opening and would love to hear from you!

At Maxus Plan Solutions, our vision is to be an advocate for plan compliance, an educator of plan sponsors and participants, and a partner to financial professionals and institutional providers, all designed to drive successful plan outcomes. Our mission is to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.

With headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.

Job Title: Compliance Analyst

Reports To: Director of DC Administration

Classification: Full Time – Exempt, Working Remotely

Purpose of Position

The Compliance Analyst will be responsible for the preparation of year end compliance testing, Form 5500 and related attachments and documents. The CA will have experience in a variety of administrative duties, including but not limited to, distribution verifications, plan document preparation and interpretation and will be part of a collaborative team to best service our clients.

Primary Role

  • Ensure compliance with DOL and IRS requirements
  • Calculate Employer Contributions including New Comp allocation
  • Completion of Coverage, Top Heavy, Anti-Discrimination (ADP and ACP) Tests as appropriate.
  • Verify annual additions and deductibility limits.
  • Prepare Form 5500 and related schedules.
  • Calculate refunds of excess contributions, excess deferrals and amounts over plan limits.
  • Have a working knowledge of custodian websites and processes
  • Verify distribution requests for accuracy and legitimacy
  • Assist in preparation and updating of Plan Documents

Skills Required

  • Retirement administration experience in a professional environment
  • Experience with FT William software preferred
  • Proficiency with Microsoft Office applications
  • Knowledge of Pension Pro workflow management system preferred
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Ability to work independently and as part of a team in a fast-paced environment
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Understand Form 5500 long form and requirements for audit support

Qualifications Preferred

  • College degree preferred
  • Minimum 4 years of experience in retirement plan industry
  • Broad knowledge of the retirement plan industry, willingness to obtain one or more ASPPA designations

We Offer

  • Competitive compensation package
  • Stipends toward premiums for medical, dental, and vision
  • Learning and development stipends
  • Flexible PTO policy
  • Time off for volunteering
  • Emphasis on internal promotions
  • Regular performance reviews
  • Telecommuting

How to Apply

Please email your resume to Bill Capps at

Thank for reviewing our posting!

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2021, Inc.