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Retirement Plan Compliance Analyst III
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- Using analytical, organizational and communication skills, this position is responsible for providing high level financial, plan and administrative analysis, preparation and review of client deliverables, while primarily managing all compliance related activities for defined contribution plans including census reconciliation, preparation of contribution and/or forfeiture allocations, non-discrimination testing, and required government filings.
- Act as an expert resource and escalation point for defined contribution procedures and pension regulations.
- experience in defined contribution plan administration responsibilities, including allocation completion, document interpretation, asset reconciliation, and customer contact with
- PREFERRED licensure or Certification: Pursue American Society of Pension professionals and Actuaries (ASPPA) classes related to the Qualified Pension Administrator (QPA) designation or higher with the goal of continuous learning and building knowledge.
- Employees in this role are fully remote and are responsible for maintaining their office setup at home to include private, professional, and safe working conditions.
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