Compliance Specialist III

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🕒 Setembro 1

🗽 New York – Remoto

🗽 New York – Remote

💵 $65.654 - $96.282 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🚔 Conformidade

👻 Score fantasma 9%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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EPIC Retirement Plan Services

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

A EPIC Retirement Plan Services é uma administradora de planos de aposentadoria e registradora baseada nos EUA que oferece soluções completas de aposentadoria e serviços relacionados para patrocinadores de planos, consultores financeiros, bancos e empresas fiduciárias, e administradores terceirizados. A EPIC oferece design e administração de planos, consultoria atuarial e de benefícios definidos, registro para planos DC, planos de empregadores múltiplos (MEPs/PEPs), HSAs (MyHSA) e uma plataforma tecnológica proprietária para participantes (GoRetire) incluindo aplicativos móveis e soluções de marca própria. A empresa enfatiza o suporte à conformidade, integrações de folha de pagamento, educação dos participantes e serviço focado em parceiros, além de relatar a administração de cerca de 9. 500 planos, US$ 37 bilhões em ativos e 400. 000 participantes com uma equipe de mais de 300 profissionais de aposentadoria.

Descrição

• Prepare increasingly complex compliance tests and year-end packages • Review plan eligibility requirements and determine eligible participants • Review plan allocation conditions and calculate requested contributions and forfeiture allocations • Perform ADP/ACP nondiscrimination, 415 annual additions, 416 Top Heavy, and 410(b) coverage tests • Conduct self and peer reviews • Prepare, review, and publish Forms 5500, 5330, 8955-SSA, and other regulatory forms • Reconcile and prepare Form 5500 and applicable schedules for large-filer plans • Assist Plan Consultants with auditor questions • Maintain working knowledge of moderate-complexity plans and develop knowledge of more complex plans • Research and resolve testing and Form 5500 issues and questions • Collaborate with other departments as needed • Assist and mentor team members with complex issues and questions • Work with Managers to develop processes and implement best practices • Prepare asset reconciliations and research differences • Prepare outside-asset and balance-forward earnings allocations and participant validations • Prepare plan documents, including Restatements, Amendments, SPDs, SMMs, and Notices • Assist with QDRO allocations and corrective earnings calculations • Perform other duties as assigned

🎯 Requisitos

• Associate degree and 5+ years related experience, or an equivalent combination of education and experience • ASPPA Qualified 401(k) Administrator (QKA) designation required • Ability to read and interpret retirement adoption agreements, program manuals, government instructions, and guidance • Ability to write reports and emails/correspondence • Ability to work effectively with employees across the company • Advanced math skills, including fractions, percentages, and ratios • Experience with Microsoft Excel and Word • Ability to work independently and balance multiple tasks • Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • Ability to communicate effectively with internal and/or external customers • Ability to remain stationary 75% of the time or greater • Ability to move objects up to 10 lbs

🏖️ Benefícios

• At least 22 days of paid time off annually, prorated in the year of hire • Six weeks of paid parental leave at 100% of salary • Comprehensive medical coverage, including employer HSA contributions for High Deductible Health Plan participants • Dental and vision coverage • Flexible spending accounts for healthcare and dependent care • Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage • Employer-paid basic life insurance, with optional supplemental coverage • Voluntary hospital, accident, and critical illness coverage • 401(k) plan with employer matching • Optional Roth 401(k) • Pension plan • Adoption assistance • Tuition reimbursement • Employee Assistance Program (EAP) • Pet insurance • Banking services benefits and financial planning assistance • Wellness initiatives • Flexible work arrangements • Volunteer service and charitable partnerships • Development programs and career-growth tools • Performance-based incentives