Plan Compliance Analyst

Job Summary

A company is looking for a Plan Compliance Administration Analyst to provide administrative services for qualified retirement plans.

Key Responsibilities

• Administer retirement plans, including compliance testing and contribution calculations
• Prepare and file Forms 5500 and 5330, and support plan audits
• Communicate with plan sponsors regarding compliance-related matters and resolve issues

Required Qualifications

• Bachelor's Degree or equivalent experience in Retirement Plans
• 1-3 years of retirement plan administration experience
• Strong mathematical and Excel skills
• Ability to manage data and process financial transactions accurately
• Experience in maintaining data security and compliance with guidelines