Testing Audit Retirement Plans Compliance Analyst II

Job Summary

A company is looking for a Retirement Plans Compliance Analyst II in Testing/Audit.

Key Responsibilities:

• Manage all compliance related activities for defined contribution plans including preparation of contribution allocations, non-discrimination and compliance testing, census requests, required minimum distributions and required government filings
• Perform all required non-discrimination testing for qualified retirement plans, following plan document provisions and applying appropriate governmental regulations
• Review, analyze and evaluate plan documents and amendments for completeness, accuracy and conformation to systems and administrative requirements

Required Qualifications:

• Bachelor's degree in related field; or the equivalent combination of education and/or relevant experience
• At least 2 or more years of experience in defined contribution plan administration responsibilities, including non-discrimination testing, 5500 audit support, allocation completion, document interpretation, asset reconciliation, and customer contact
• Deep knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and the impacts on employee benefit plans
• Ability to work extended hours during peak seasons