Retirement Plan Compliance Analyst

🕒 il y a 5 mois

🏖️ New Jersey, Pennsylvania – Distant

🏖️ New Jersey – Remote 🔔 Pennsylvania – Remote

💵 $65 000 - $95 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🚔 Conformité

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Ascensus

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 2000

💸 Finance

👥 RH Tech

💰 Secondary Market en 2019-02

Finance • HR Tech

Ascensus est une entreprise qui valorise ses collaborateurs et met l'accent sur une culture guidée par des principes tels que l'intégrité, la qualité et un engagement envers des normes élevées. Elle fournit des services administratifs et de tenue de dossiers, se concentrant sur l'aide aux individus pour atteindre une retraite financièrement sûre et pour garantir une éducation de qualité aux enfants. Ascensus s'engage pour la diversité, l'inclusion et l'égalité des chances, en offrant un environnement de travail gratifiant. L'entreprise propose également un large éventail d'avantages à ses employés, y compris le refinancement des prêts étudiants et des programmes de vie saine.

Description

• Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. • Ability to successfully complete and support the work outlined for the Compliance Associate roles. • Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations. • Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information. • Supports DOL, IRS, and Large plan audits. • Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans. • Is responsible for plan administration, compliance and testing for identified blocks of business. • Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines. • Prepares annual valuation and compliance reports for Clients. • Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents. • Supports and completes assigned quality assurance reviews. • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. • Assist with other tasks and projects as assigned.

🎯 Exigences

• Bachelor’s degree preferred • 3 to 8+ years of hands-on Retirement plan testing experience will be considered • Experience doing Employer Calculations • Must have experience with 5500’s and other relevant documents • Experience with cash basis and/or trust accounting • Strong Word, Excel, and Outlook skills • Strong analytical and problem-solving skills • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters • Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements • QKA designation preferred but not required • Involvement or work towards associates QPA designation preferred • Prior experience with plan administration software, i.e. FT Williams or ASC preferred.

🏖️ Avantages

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off