Retirement Compliance Consultant

Job Summary

A company is looking for a Retirement Compliance Consultant.

Key Responsibilities:

• Analyze and research data to ensure proper completion of Form 5500 and applicable schedules
• Prepare forms following set deadlines and quality expectations
• Perform compliance testing and resolve plan operational errors

Required Qualifications:

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