Compliance Administrator
Job Summary
Supporting clients' 401(k) plans, the full-time remote Compliance Administrator will manage compliance testing, prepare annual IRS forms, and consult on plan design while collaborating with cross-functional teams to enhance customer experience.
Key responsibilities
- Prepare and review compliance testing results and annual contribution calculations
- Review plan documents and provide consulting on recommended plan designs
- Ensure timely filing of Forms 5500, 5330, and 8955-SSA while assisting with audits and compliance inquiries
Required qualifications
- 4+ years of progressive retirement plan experience, including compliance testing and IRS reporting
- Comprehensive understanding of ERISA and IRS regulations
- Ability to research and interpret technical literature related to retirement plans
- Strong mathematical aptitude and advanced spreadsheet skills
- Willingness to pursue industry designation within the first 12 months (e.g., ASPPA, NIPA)
Complete Job Description
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