View All Jobs, Sorted by Date

Compliance Analyst

Pentegra

in Remote / West Harrison NY

Job Summary:       Performs compliance testing; contribution calculations; Form 5500 reporting;   Ensures timely and accurate completion of all assigned projects. 

Responsibilities:

• Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
• Ability to interpret various plan documents (i.e., prototype, Individually Designed)
• Research and respond to questions from the internal staff and clients regarding the compliance testing process
• Analyzes census to accurately determine eligibility
• Calculate contributions based on the plan’s provisions (cross-tested a plus)
• Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to analyze & discuss testing results
• Prepare Government Forms:  5500 and Related Schedules, 5558, 5330, 8955 and the ability to work with plan’s auditor when applicable
• Read and interpret financial trust accounting statements
• Review and approve participant requested loans and distribution requests
• Advise clients on new plan design options and completes plan studies when needed
• Responsible for entering amendment requests in Pension Pro; updating Relius specs, platform specs, obtaining signatures and follow-ups with clients.
• Requesting record-keeper enrollment forms and updating plan specs during amendment process.
• Attends client and advisor calls/meetings upon request with approval from assigned Manager.
• Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review

Requirements:

• 3-5 Years of defined contribution retirement compliance experience desired

•    BA/BS degree in Accounting, Finance or business related field preferred

• Experience with Multiple Employer Plans (MEPs) preferred
• Excellent communication and organizational skills
• Ability to work in fast paced team environment
• Working knowledge of Microsoft office (excel, word, outlook)
• Experience with Sungard Relius Testing & FT Williams Government Forms a plus
• ASPPA designations a plus or be willing to obtain designations
• 3(16) Fiduciary Services knowledge a plus
• Must be able to work extra hours during peak season

SALARY RANGE - $75,000-85,000 DOE

How to Apply

Send Resume to HR@Pentegra.com

View All Jobs, Sorted by Date

Manage This Listing (employer only)