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Compliance Consultant

Newport

in Remote / Folsom CA / Fresno CA / Saint Petersburg FL / Moline IL / Chicago IL / Charlotte NC / AZ / IA / MN

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, testing review, document support and government forms preparation and review for clients with highly complex retirement plans. 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. May also provide technical training.

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

  • Prepares and reviews non-discrimination tests, top heavy test, coverage tests, 415 annual addition tests on the largest and most technically complex plans.
  • Completes the more complex testing on New Comparability plans, Multiple Employer Plans (MEPS) and other “high profile’ plans as well as the additional compliance testing that must be done such as 401(a)4.  May also perform and/or review more the complex contributions.
  • Reviews legal plan documents and all employee data to determine participant eligibility.
  • Coordinates year end processing issues with Relationship Managers/Client Service Managers and assists with any client calls as needed.
  • Leads process improvement projects deemed necessary after annual review of internal procedures by Compliance Manager, incorporating any upcoming tax law updates.
  • Assists in training of new processes and procedures.

Management Responsibilities (None)

Required Education, Experience and Certificates, Licenses, Registrations

  • 5+ years of progressive plan experience in third party administration environment including experience in preparing, reviewing and explaining qualified plan compliance testing and government forms filing
  • ASPPA RPF-1 and RPF-2 designations
  • Demonstrated experience in areas of controlled groups, cross testing, catch-up contributions and other technical topics
  • Proven ability to utilize technical skills and available tools to solve compliance issues.
  • Advanced knowledge of retirement plan tax lawn (ERISA) including Revenue Code sections 401401(a)(4), 416, 414(b), (c), (m), (n), as well as others.
  • Advanced MS Office skills to include Excel.

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

  • Bachelor’s degree in a business related field or industry experience.
  • QKA designation a plus

Competencies

  • Independent
  • Diplomatic
  • Creative Problem Solver
  • Integrity
  • Analytical Thinker
  • Resourceful
  • Team Player
  • Utilizes Sounds Judgment
  • Results Driven
  • Exhibits Personal Credibility
  • Mathematical Aptitude
  • Data Analysis
  • Written and Oral Communication Skills

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

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