Retirement Plan Compliance Analyst

Location: Remote
Compensation: Salary
Reviewed: Tue, Mar 03, 2026
This job expires in: 20 days

Job Summary

A company is looking for a Remote Retirement Plan Compliance Analyst.

Key Responsibilities
  • Ensure accuracy and compliance of retirement plan provisions and related materials
  • Support audits and resolve operational and compliance issues related to qualified plans
  • Prepare annual valuation and compliance reports for clients
Required Qualifications
  • Bachelor's degree preferred
  • 3 to 8+ years of hands-on retirement plan testing experience
  • Experience with 5500's and relevant documents
  • Strong skills in Word, Excel, and Outlook
  • Retirement Plan Fundamentals certification preferred upon meeting eligibility requirements

COMPLETE JOB DESCRIPTION

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