Job Summary
A financial services company has a current position open for a Remote Senior Retirement Compliance Consultant.
Core Responsibilities Include:
- Analyzing and researching census data provided by the client in preparation for compliance testing
- Analyzing and researching complex data to ensure proper completion of Form 5500 and applicable schedules
- Reviewing plan documents and understand the impact to the functions performed
Skills and Requirements Include:
- Bachelor's degree in finance or business, or equivalent work experience
- Five years of relevant retirement plan experience
- Proficiency using MS Office
- Analytical skills and attention to detail
- Ability to prioritize work within assigned caseload
- Thorough understanding of 5500 forms, compliance testing, or related functions
