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Compliance Analyst

Newport

in Remote / Lake Mary FL / Fresno CA / Folsom CA / Greensboro NC / Saint Petersburg FL / Charlotte NC / Chicago IL / Moline IL / Urbandale IA / Scottsdale AZ / MI / SC

Logo for Newport

Who We Are

Newport helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced and responsive.

JOB SUMMARY:   Performs compliance testing, test review, document support, government forms preparation and review for moderately complex retirement plans.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements which also includes reporting on all accounting and financial activity for the plan. 
  • Prepares all non-discrimination tests and other Compliance related testing on primarily larger and/or moderately complex plans as well as performs contribution calculations.
  • Reviews legal plan documents and all employee data; determines participant eligibility. 
  • Reconciles and/or reviews all financial activity as well as prepares all required government forms. 

Supervisory Responsibilities (None)

Required Education, Experience and Certificates, Licenses, Registrations

  • Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience
  • Ability to obtain ASPPA’s Retirement Plan Fundamental certificate (RPF-1 & RPF-2 exams)
  • 2+ years of progressive plan experience in third party administration environment required
  • Experience on preparing and explaining qualified plan compliance testing and government form filings
  • Previous client services or customer service experience
  • Strong MS Office skills to include Excel

Preferred (but not required) education or skills for this role are

  • ASC experience a plus

Competencies

  • Independent
  • Motivated and Persistent
  • Information Seeker
  • Problem Solver
  • Planning and Organizational Skills
  • Resourceful
  • Time Management Skills
  • Team Player
  • Utilizes Sound Judgment
  • Results Driven
  • Personal Credibility
  • Written and Oral Communication

TRAVEL: Less than 5%.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EQUAL OPPORTUNITY EMPLOYER

Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

How to Apply

Apply Now


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