Compliance Analyst – Specialization

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Ascensus

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Finance • HR Tech

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Reads and comprehends retirement plan provisions from plan documents to ensure accuracy and compliance with regulations • Supports DOL, IRS, and Large plan audits • Is responsible for plan administration, compliance and testing for identified blocks of business • Prepares annual valuation and compliance reports for Clients • Responsible for protecting, securing, and proper handling of all confidential data

🎯 Requirements

• Bachelor’s degree preferred • 3 – 5 years of prior ERISA experience in the retirement industry preferred • 3 - 5 years of experience in analysis of financial data required • Strong Word, Excel, and Outlook skills • Strong analytical and problem solving skills • Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements • Prior experience with plan administration software, i.e. Relius

🏖️ Benefits

• Equal Opportunity Employer • Health insurance and paid time off • Professional development opportunities

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