Retirement Plan Compliance Analyst
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 and assist in drafting legal documents
Required Qualifications
- Bachelor's degree preferred
- 3 to 8+ years of hands-on retirement plan testing experience
- Experience with 5500 forms and related documents
- Experience with cash basis and/or trust accounting
- Retirement Plan Fundamentals certification preferred; QKA and QPA designations are advantageous
COMPLETE JOB DESCRIPTION
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