Retirement Plans Compliance Analyst

Job Summary

Serving as a subject matter expert for a plan compliance administration team, the full-time remote Retirement Plans Compliance Analyst will manage complex retirement plans, provide training and guidance to associates, and ensure adherence to regulations while improving workflow processes.

Key responsibilities

• Produce weekly and monthly reports to monitor and meet service goals
• Administer large and complex plans, including compliance testing and filing necessary forms
• Lead and facilitate team training, onboarding, and project management to ensure operational efficiency

Required qualifications

• Bachelor's Degree or equivalent experience required
• 3-5 years of experience in Retirement Plans Administration
• Proficiency in mathematical calculations and Excel
• Ability to manage data security and adhere to guidelines
• QKA or equivalent designation preferred