Senior Plan Compliance Consultant

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🔥 0 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $87k - $185k / year

⏰ Full Time

🟠 Senior

🚔 Compliance

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T. Rowe Price

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world. Headquartered in Baltimore, Maryland, the firm provides a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients worldwide, including individuals, advisors, institutions, and retirement plan sponsors. With over 85 years of experience, T. Rowe Price employs an active, independent investing approach supported by rigorous research, aiming to deliver consistent performance in varying market conditions. Their focus is on building deep partnerships with clients to match their goals with the firm's investment expertise.

📋 Description

• Consults with external clients, and associates, on how best to attain plan objectives while maintaining the plans’ qualified status • Reviews plan documents, and helps clients resolve complex operational and regulatory compliance issues relating to qualified and nonqualified retirement plans • Independently analyzes new laws and regulations to determine impacts on plans and holds discussions with clients • Responsible for delivering consultative services across their client base, which will primarily consist of large retirement plans • Maintains a high level of regulatory knowledge and understanding of industry trends • Analyzes impact of new regulations and legislation on client needs and RPS services • Proactively educates clients and RPS associates regarding legislative and regulatory developments • Communicates findings to client, internal parties, and client’s attorneys and other advisors • Participates in the sales process • Serves as a lead subject matter expert on cross functional taskforces and committees

🎯 Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience • 5+ years of total relevant work experience • Excellent written and verbal communications skills • Advanced designations from American Society of Pension Professionals and Actuaries (ASPPA) (QKA – CPC) or equivalent professional designation • Broad knowledge of plan documentation and plan testing concepts and practices for 401k, profit sharing, 403(b), ESOP, Puerto Rico and 457 plans. • Knowledge of the laws and regulations affecting plan design and plan documents • FINRA licenses are not required and will not be supported for this role.

🏖️ Benefits

• Competitive compensation • Annual bonus eligibility • A generous retirement plan • Hybrid work schedule • Health and wellness benefits, including online therapy • Paid time off for vacation, illness, medical appointments, and volunteering days • Family care resources, including fertility and adoption benefits