DC Compliance Consultant
Job Summary
Managing a significant book of clients, the remote DC Compliance Consultant will provide expert guidance on retirement plan features, ensure compliance with regulatory requirements, and oversee the administration of retirement plans.
Key responsibilities
- Process complex plan transactions, including rollovers, distributions, loans, and hardship withdrawals
- Resolve escalated participant and client inquiries in a timely and professional manner
- Manage and complete compliance, financial, and regulatory reports accurately and on time
Required qualifications
- 5+ years of employee benefits or defined contribution retirement/recordkeeping experience
- Bachelor's degree in business or finance preferred
- Experience with Schwab Retirement Technologies (SRT) or similar recordkeeping systems
- Understanding of defined contribution compliance work, including testing and 5500s
- Advanced skill level in Microsoft Office products, particularly Excel
Complete Job Description
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