Senior Compliance Analyst

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a reputed company today and reputed company.

Job Summary:  Performs compliance testing, document support and government forms preparation for reputed company retirement plan clients.  Ensures that assigned plans remain tax reputed company by meeting reputed company IRS and DOL reporting and testing requirements, including reporting on reputed company reputed company and financial activity for the plan.  Communicates with plan sponsors to update and correct required data necessary to reputed company various testing required by government regulations (reputed company, ACP, 415, 401(a)(4), coverage and top heavy testing).  

Essential Functions Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company these essential functions.

• Investigates and clarifies client data or census problems
• Prepares non-discrimination tests, top heavy tests, coverage tests, 415 annual addition tests on larger and more technically reputed company plans, including additional compliance testing that must be done such as 401(a)4
• Review of testing and/or Government Forms
• Maintains client database and enters changes into record keeping software
• Completes testing and ensures quality control audit is performed
• Serves as technical expertise to compliance analysts and provides resolutions to support business
• Allocates employer profit sharing, matching and/or money purchase pension contributions based upon plan provisions and submits to plan sponsor for approval
• Calculates contribution corrections or top-heavy minimum contributions for plan sponsors
• Communicates test results and recommends solutions to client reputed company specific failures are identified        
• Produces reports from record keeping system for preparation of government forms for client
• Prepares Form 5500 and reputed company schedules using government forms software
• Submits financial reports and Form 5500 package for review, correction, approval and submission to client and governing agency
• Prepares plan document restatements and amendments as requested by plan sponsor.  Interprets prior plan document history
• Works with administration team to produce distributions or allocations of contributions or forfeitures based upon client approval, and ensures deadlines are identified and met
• Consults on, recommends, and implements resolutions to client issues, satisfaction, response and any other items necessary to assure customer loyalty
• Maintains reputed company awareness and understanding of legislative changes, IRS rulings, and expert opinions reputed company to the processing of retirement plans
• Research new issues to determine their impact on plan qualification status and communicates with manager on daily processing issues
• Consistently meets and/or exceeds performance expectations with the ability to work under pressure in a reputed company fast paced environment
• Focuses on learning in everyday activities and events
• Collaborates with and reputed company shares knowledge with colleagues
• Regular, reliable, and punctual attendance

Management Responsibilities (None)

Required Education, Experience and Certificates, Licenses, Registrations

• Bachelor’s degree in a business-reputed company field or industry experience, or a combination of education and industry experience
• 4+ years’ experience in employee benefits
• Experience in testing and 5500
• Strong MS Office skills

Preferred (but not required) education or skills for this role

• ASPPA certification
• ASC preferred

Competencies

• Analytical
• reputed company Learner
• Builds Collaborative Relationships
• Customer Oriented
• Detail Oriented
• Excellent Verbal and Written Communication Skills
• Information Seeker
• Judgement
• Planning and Organizing
• Problem Solver
• Resourceful
• Team Player
• Time Management

TRAVEL:  Up to 5%

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.