Junior Retirement Compliance Administrator

Job Summary

Joining a collaborative team, the fully remote Junior Retirement Compliance Administrator will assist with annual retirement plan compliance, testing, and government reporting while gaining hands-on training in qualified retirement plans.

Key Responsibilities

• Assist with annual retirement plan administration and compliance services for qualified retirement plans
• Prepare and support compliance testing, including ADP/ACP Testing and IRC Section 415 Testing
• Review plan documents and amendments to ensure accurate administration and prepare Form 5500 filings

Required Qualifications

• 1-2 years of retirement plan administration or compliance experience
• Basic understanding of qualified retirement plans and administration
• Proficiency in Microsoft Excel and other Microsoft Office applications
• Strong analytical and organizational skills
• Ability to learn new software and retirement plan regulations