Retirement Compliance Consultant

Location: Nationwide

Compensation: Salary

Staff Reviewed: Thu, Sep 07, 2023

This job expires in: 15 days

Job Category: Legal

Remote Level: 100% Remote

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Education Level: Bachelors

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)

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