Retirement Compliance Administrator

Job Summary

Supporting compliance processes in a remote environment, the full-time Retirement Compliance Administrator will manage administrative and technical tasks related to retirement plan administration, ensuring accuracy and adherence to regulatory requirements while collaborating with internal teams.

Key responsibilities

• Deliver prompt and accurate communication related to retirement plan administration and compliance
• Support compliance testing, Form 5500 preparation, and other regulatory requirements
• Collaborate with internal teams to maintain operational integrity and assist in peer reviews

Required qualifications

• Bachelor's Degree in a business-related field or equivalent experience
• At least three years of experience in financial services or a related field
• Applicable ASPPA designations or similar certifications preferred
• Intermediate knowledge of Microsoft Word and Excel
• Ability to prioritize tasks and meet deadlines in a fast-paced environment