Compliance Specialist III – TPA, DPS

Job not on LinkedIn

🔥 0 minutes ago

🏈 Alabama, Arizona, +17 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🦞 Maine – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote 🧀 Wisconsin – Remote

💵 $71.2k - $94.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚔 Compliance

👻 Ghost score 0%

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EPIC Retirement Plan Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

EPIC Retirement Plan Services is a U. S. -based retirement plan recordkeeper and administrator that provides comprehensive retirement solutions and related services to plan sponsors, financial advisors, banks & trust companies, and third-party administrators. EPIC offers plan design and administration, defined benefit and actuarial consulting, recordkeeping for DC plans, multiple employer plans (MEPs/PEPs), HSAs (MyHSA), and a proprietary participant technology platform (GoRetire) including mobile apps and white-label/branded solutions. The firm emphasizes compliance support, payroll integrations, participant education, and partner-focused service, and reports serving roughly 9,500 plans, $37 billion in assets, and 400,000 participants with a team of more than 300 retirement professionals.

📋 Description

• Prepare increasingly complex compliance and government filings within company service standards and department procedures. • Review increasingly complex compliance and government filings prepared by other team members. • Mentor and train other team members. • Prepare compliance tests and year-end packages, including eligibility reviews, allocation conditions, contribution and forfeiture calculations, ADP/ACP, 415, 416 Top Heavy, and 410(b) coverage tests. • Prepare, review, and publish Forms 5500, 5330, 8955-SSA, and other required regulatory forms. • Reconcile and prepare Form 5500 and applicable schedules for large filer plans. • Assist Plan Consultants with auditor questions. • Maintain knowledge of moderate-complexity plans and develop knowledge of more complex plans. • Research and resolve testing and Form 5500 issues, collaborating with other departments as needed. • Assist and mentor team members with complex issues and questions. • Work with Managers to develop processes and implement service 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.

🎯 Requirements

• Associates 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, and government instructions and guidance. • Ability to write reports and emails/correspondence and work effectively with employees across the company. • Advanced math skills, including applying fractions, percentages, and ratios. • Experience with Microsoft Excel and Word. • Ability to work independently and balance multiple tasks. • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable.

🏖️ Benefits

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. • Parental Leave: Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage, including employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage. • Flexible Spending Accounts for healthcare and dependent care expenses. • Employer-Paid Disability Coverage: short-term and long-term, with an option to purchase additional long-term coverage. • Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary benefits, including 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. • Financial and banking services benefits and financial planning assistance. • Wellness initiatives. • Flexible work arrangements. • Volunteer service and charitable partnerships. • Development programs and tools. • Performance-based incentives.