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Compliance Specialist II

EPIC Retirement Plan Services

in Remote / AL / AZ / CO / CT / FL / GA / IA / IL / IN / MA / MD / ME / MI / MN / MO / NC / NE / NH / NV / NY / PA / SC / TN / TX / UT / VA / VT / WI / WY

Logo for EPIC Retirement Plan Services

Directly responsible for preparing increasingly complex compliance and government filings within company service standards and following department procedures to ensure accuracy and quality of deliverables. Mentor and train other members of the compliance team.

Tasks Performed:

  • Prepare compliance tests including: review of plan eligibility requirements and determination of eligible participants; review of plan allocation conditions and calculation of requested contributions and forfeiture allocations; ADP/ACP nondiscrimination, 415 annual additions, 416 Top Heavy, 410b coverage, 401a4 General, Benefits Rights & Features, and 414s tests. Train team members on the compliance process and system. Peer review tests and discuss changes as needed.
  • Prepare, review, and publish 5500 forms to allow client filing. Train team members on the 5500 process and system. Review 5500 forms prepared by junior staff and provide feedback and additional training if indicated.
  • Research and resolve testing and 5500 issues and questions. Collaborate with other departments when needed to resolve issues. Participate in calls with clients and Sales staff as requested.
  • Prepare and deliver IRS Form 8955-SSA and Form 5330. Review Qualified Domestic Relationship Orders. Assist with testing preparation including setting up plans in databases and reviewing plan document amendments for changes that impact testing.
  • Test new processes and programs. Review current processes and work with manager and team lead to identify potential improvements.

Education and Experience:

  • Associate's degree and a minimum of three (3) years' experience in defined contribution plan compliance; or equivalent combination of education and experience
  • ASPPA Qualified 401(k) Administrator (QKA) designation

Skills and Abilities:

  • Demonstrated ability to read and interpret ERISA regulations and apply regulations to specific testing situations.
  • Ability to read and interpret documents such as retirement adoption agreements, program manuals, and government instructions and guidance.
  • Ability to write reports and emails/correspondence, and work effectively with employees across the company.
  • Advanced math skills including the ability to apply concepts such as fractions, percentages, and ratios.
  • Experience with Microsoft programs including Excel and Word.
  • Demonstrated ability to monitor and prioritize assigned tasks with minimal oversight.
  • Consistently meets or exceeds service standards.

How to Apply

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