Retirement Plan Compliance Analyst

Job Summary

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

Key Responsibilities

• Read and comprehend retirement plan provisions to ensure accuracy and compliance
• Support audits and assist Plan Consultants in resolving compliance issues
• 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 forms and other relevant documents
• Associate holds Retirement Plan Fundamentals certification upon eligibility
• QKA designation preferred but not required