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Compliance Analyst

Job not on LinkedIn

🔥 30 minutes ago

❄️ Minnesota – Remote

infoinfo

💵 $70k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚔 Compliance

Where this job comes from

Posted on Transition Strategies, LLC's careers page, not through a job board

First seen by Remote Rocketship 30 minutes ago

Logo of Transition Strategies, LLC

Transition Strategies, LLC

1 - 10 employees

Founded 2003

💼 Consulting

⚖️ Legal

📋 Compliance

Consulting • Legal • Compliance

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

📋 Description

• Complete compliance projects for qualified defined contribution and defined benefit retirement plans • Support audits, plan corrections, compliance testing, plan document reviews, Form 5500 preparation, and plan merger review and analysis • Research and respond to compliance helpdesk inquiries and technical questions • Review and quality-control plan documents for new business, amendments, restatements, and other document projects • Review plan provisions, participant data, administrative records, and regulatory guidance to identify issues • Validate compliance-related deliverables • Research legislation, regulations, and industry developments affecting retirement plans • Communicate regulatory changes and business impacts to internal teams • Create, review, and edit internal, client-facing, and marketing materials • Support training for internal stakeholders and share industry best practices • Collaborate with Compliance, Operations, Document Services, and other internal teams • Participate in team, project, client, and cross-functional meetings • Monitor assigned work, communicate status and delays, meet deadlines, and maintain documentation • Provide communication regarding project status, findings, and recommendations

🎯 Requirements

• 3–7 years of related experience in retirement plan administration, compliance, financial services, accounting, legal services, or a comparable analytical environment • Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) • Associate's or bachelor's degree, or equivalent skills and industry experience in lieu of a degree • Experience working with qualified retirement plans, plan documents, regulatory research, data analysis, or technical client service is helpful but not required • Experience in a TPA environment in the retirement plan services industry • Industry designation or demonstrated progress toward a relevant credential preferred • Ability to work collaboratively across departments • Detail-oriented, research-focused, and organized • Capable of managing deadlines and priorities • Clear and professional communication skills

🏖️ Benefits

• Competitive salary • Medical, dental, vision, life, and disability benefits • 401(k) with company match • HSA with company contribution • Generous PTO for parental leave, vacation, and holiday time • Support for certifications, association dues, and professional development • Collaborative and inclusive company culture • Happy hours and social events • Employee-led committees • Volunteer opportunities • Remote work or office work options

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