Remote Retirement Plan Compliance Analyst

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 ...