Retirement Plans Compliance Analyst

Job Summary

A company is looking for a Plan Compliance Administration Analyst (Retirement Plans).

Key Responsibilities

• Administer retirement plans and ensure compliance with plan documents and regulatory deadlines
• Perform annual compliance testing and prepare necessary forms, including Form 5500
• Communicate with plan sponsors and advisors to resolve compliance-related issues

Required Qualifications

• Bachelor's Degree or equivalent experience in Retirement Plans
• 1-3 years of retirement plan administration experience
• Strong mathematical and Excel skills
• Ability to manage data and process financial transactions accurately
• Experience maintaining data security and following guidelines