Lead Compliance Analyst - Retirement Plans

Job Summary

Serving as a subject matter expert for a plan compliance administration team, the full-time Lead Compliance Analyst - Retirement Plans will manage complex retirement plans, provide training and support to associates, and ensure adherence to regulations while working remotely.

Key responsibilities

• Produce weekly and monthly reports to monitor goal achievement
• Provide guidance on escalated issues and oversee onboarding and training of team members
• Administer large and complex plans, ensuring compliance with regulations and preparing necessary filings

Required qualifications

• Bachelor's Degree or equivalent experience required
• 3-5 years of experience in Retirement Plans Administration
• Excellent mathematical and Excel skills
• Ability to manage data and process financial transactions accurately
• QKA or equivalent designation preferred