Retirement Compliance Consultant

Job Summary

A company is looking for a Retirement Compliance Consultant.

Key Responsibilities

• Prepare and mail IRS Form 5500 and related compliance tests for assigned caseload
• Analyze data for compliance testing and resolve operational errors
• Assist clients with 5500 processes and compliance testing according to regulations

Required Qualifications

• Bachelor's degree in finance or business, or equivalent work experience
• Proficiency in MS Office
• Ability to prioritize work within assigned caseload
• Knowledge of testing and 5500 software is preferred