Retirement Plan Compliance Analyst

Job Summary

To support a growing practice, the fully remote Retirement Plan Compliance Analyst will manage full-cycle administration for a caseload of defined contribution retirement plans, focusing on compliance testing and client communication.

Key Responsibilities

• Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans
• Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
• Prepare and file IRS/government forms including 5500, 8955, and 5330

Required Qualifications

• Bachelor's degree in Business, Finance, Mathematics, or a related field
• 3-5+ years of experience in retirement plan administration, preferably in a TPA environment
• Deep understanding of regulatory compliance and testing standards
• Knowledge of ERISA regulations
• ASPPA credentials (or in progress) strongly preferred