Senior ERISA Compliance Analyst

🕒 vor 3 Monaten

🏈 Alabama – Remote

🏈 Alabama – Remote

⏰ Vollzeit

🟠 Senior

🚔 Compliance

👻 Geisterscore 60%

Was es bedeutet: die Wahrscheinlichkeit, dass für diese Stelle niemand wirklich einstellt.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Warum dieser Wert:

• Seit 114 Tagen offen.
• Einmal neu eingestellt.
• Kein Gehalt angegeben.

Jetzt Bewerben

Deinen Lebenslauf-Score prüfen

Lebenslauf + Anschreiben anpassen

Ähnliche Remote-Jobs finden

☆ Speichern☑️ Als beworben markieren❌ Ausblenden

Problem melden

Employee Fiduciary

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

💸 Finanzen

💳 Fintech

⚕️ Krankenversicherung

Finance • Fintech • Healthcare Insurance

Das ideale 401(k) für kleine und mittelgroße Unternehmen.

Beschreibung

• Independently perform annual nondiscrimination testing for plans, including complex plan designs • Prepare and review Form 5500 filings for larger and more complex plans • Draft plan amendments for safe harbor changes, eligibility changes, and allocation changes • Prepare initial adoption agreements for new plans • Serve as primary compliance contact for assigned relationship managers • Train and mentor Compliance Analysts on testing methodologies, filing procedures, and firm workflows • Conduct initial quality reviews of Compliance Analyst work before senior review, as needed • Identify compliance issues such as operational failures, missed amendments, and late contributions • Recommend corrective actions • Collect, validate, and reconcile census data and payroll records • Resolve data discrepancies and escalate systemic issues to the Director • Develop and refine internal procedures, checklists, and training materials • Maintain proficiency with Ft William, Relius, and other required software • Meet production standards, including quality, mentorship, and client communication metrics

🎯 Anforderungen

• Working knowledge of ERISA Title I and Internal Revenue Code Sections 401(a), 401(k), 401(m), 410(b), 414(s), 415, and 416 as applied to defined contribution plans • Ability to apply nondiscrimination testing rules and plan document provisions accurately across varying plan designs • Ability to identify deviations from standard assumptions and determine when to escalate versus resolve independently • Ability to coach newer analysts and explain regulatory requirements • Ability to translate technical compliance results into clear guidance for plan sponsor contacts • Ability to improve workflow efficiency and documentation quality • Accountability for assigned caseload quality and timeliness • Advanced Excel skills, including troubleshooting data discrepancies and reconciling census information • Strong written and verbal communication skills • 3–7 years of direct experience in retirement plan compliance testing, Form 5500 preparation, or plan document administration • Experience within a TPA, recordkeeper, benefits consulting firm, or law firm • Experience with at least one major retirement plan administration software platform, such as Relius, Ft William, ASC, or Datair • ASPPA RPF designation achieved or in progress • QKA or other ASPPA/NIPA credentials preferred • Strong proficiency in Microsoft Office, particularly Excel • Bachelor's degree in business, finance, accounting, human resources, or a related field is preferred

🏖️ Vorteile

• Generous paid time off • Medical, dental, and vision coverage • Group life insurance • Company-paid short- and long-term disability benefits • 401(k) plan • Professional development and certification support

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen