Retirement Compliance Consultant

Job Summary

A company is looking for a Retirement Compliance Consultant.

Key Responsibilities:

• Prepare and mail IRS Form 5500 and applicable schedules for assigned caseload
• Analyze data for accurate completion of compliance forms and assist clients with e-filing
• Review plan documents and provide guidance on compliance processes

Required Qualifications:

• Bachelor's degree in finance or business, or equivalent work experience
• Proficiency using MS Office
• Ability to prioritize work within assigned caseload
• Knowledge of 5500 software preferred
• Industry experience in banking or financial services preferred