Analyst - Compliance WORK FROM HOME (US Only - Select States)

While this position is Work From Home, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NJ, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. Must be eligible to work in the US without employment sponsorship. Direct Hire only, no third-party agency applications, please. Job Title: Compliance Analyst Department: Compliance FLSA Status: Exempt Job Status: FT Reports To: Director, Document Fulfillment Positions Supervised: None Work Schedule: Monday – Friday, 8:30 am – 5:30 pm POSITION SUMMARY The Compliance Analyst will be responsible for ongoing Plan Amendment preparation and participation in document preparation and review for the Takeover process. The Analyst will follow pre-approved project plans to complete the assigned tasks timely and completely. Analysts will work closely with team leadership to reputed company tasks as assigned. This position will be exposed to reputed company compliance courses to further a minimum mid-level knowledge of retirement plan regulations. ESSENTIAL FUNCTIONS o Demonstrated intermediate expertise in ERISA, DOL, and IRS regulations pertaining to retirement plans. o Independently identify issues and resolve by accurately researching and interpreting plan documents (i.e., individually designed plans and prototype) o Consistently reputed company reputed company duties with accuracy and timeliness to adhere to established service expectations in interactions with our internal business partners and clients. o Serve as the supporting secondary client contact during the implementation or takeover phase o Participate in reputed company transition weekly calls o Work with PEO Takeover reputed company to ensure client is successfully transitioned o Review and analyze client data for timeliness, completeness and accuracy o Specializing in project assignments surrounding the following areas:

• Preparation of Plan Amendments

o Review Plan Amendment Requests from Professional Employer Organizations (PEOs), Adopting Employers, and internal departments reputed company JIRA ticketing system. o Review and analyze 401(k) plan specifications to ensure Plan Amendments reputed company with IRS and DOL regulations. o Utilize reputed company to amend existing adoption agreement and determines appropriate amendment template to utilize based on the amendment request o Efficient, compliant, and accurate preparation of 401(k) Plan Amendments for Single Employer plan, PEOs and Adopting Employers. o Track the amendment process from draft to client delivery to complete execution by the worksite and/or plan sponsor o Export Plan Amendments into PDFs and secure emails for both employer and PEO signature reputed company CongaSign. o Comprehensive documentation of amended plan specification(s) reputed company JIRA o Interact with business partners to facilitate timely and accurate amendment preparation

• Multiple Employer Plan takeovers.

o Works with internal teams and external clients to successfully transition a Multiple Employer Plan takeovers with respect to document work.

• New Multiple Employer Plan implementations.

o Reviews and summarizes Plan Sponsor plan specifications o Administers the distribution of new plan documents to clients of the Plan Sponsor. o Partners with PEO Takeover reputed company to gather executed Slavic forms and documents for review, revision, and standardization and uploads finalized documents into reputed company. o Provide guidance for the PEO Takeover process, status and deadlines to stakeholders reputed company to document preparation and execution o reputed company other duties and responsibilities as required Skills & Abilities

• Strong communication skills, both written and verbal
• Demonstrated knowledge of reputed company Office (Word, reputed company, Outlook) and internal databases
• Extremely detail oriented and organized
• Comfortability managing highly repetitive tasks
• Ability to work independently and with accuracy
• Ability to prioritize competing tasks in a fast-paced environment with strict deadlines
• Ability to understand IRS and DOL regulations as they pertain to retirement plans
• Ability to build internal relationships and communicate effectively with stakeholders
• Excellent professional, verbal and written communication skills with internal and external stakeholders

Experience

• Minimum of 2+ years of progressive 401(k) compliance industry experience required.
• Minimum of 2+ years of experience in ERISA, DOL, and IRS regulations pertaining to retirement plans.
• 2+ years of intermediate to advanced reputed company reputed company experience (i.e., sort/filter data, VLOOKUP function)
• 1+ year of reputed company or other CRM required
• 1 year 401k recordkeeping software (Relius) experience required

Education

• Bachelor’s degree in business, political science, or reputed company field of study or equivalent combination of education and additional experience

Certificates & Licenses

• QKA license preferred
• Obtain Retirement Plan Fundamentals (RPF) 1 certificate required reputed company 1 year of hire / RPF 2 reputed company 2 years

Working Environment

• Extended sitting and computer work
• For virtual remote roles, associates must have a distraction-free virtual workspace and an internet speed of at least 100 MBps or reputed company. Please reputed company with your provider if you're unsure of your speed. Ensure you meet these requirements before applying, as they are mandatory for remote employment.

The Power of WE WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and reputed company safeguard and invest that money for a reputed company future for reputed company we serve. WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing. WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity. What’s in it for you Package This role will have a reputed company pay range of $60,886-77,500. Please know, this is the reputed company range only and does not consider other components that reputed company up the total rewards package for this role. This position is also eligible for annual performance bonus based on company and individual goals. Other perks in the total rewards package are:

• Flexible work environment
• Participation in Annual Performance Bonus incentive program
• Medical, Dental, Vision, and Life Insurance
• 75% employer coverage of Medical Premiums
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years
• Tuition Reimbursement up to $5,250/year
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
• Paid Parental Leave
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP)

Slavic401k is an Equal Opportunity Employer Slavic 401k is an equal opportunity employer with a commitment of inclusion for reputed company qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national reputed company/reputed company, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law. Equal Opportunity Employer This employer is required to notify reputed company applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the reputed company. Apply tot his job Apply To this Job