The Role
We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (., policies, procedures) as well as participant communications (., QDIA notices).
DUTIES AND RESPONSIBILITIES
Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.
Compliance: Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.
Document Production/Management: Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible.
Training and Development: Train and mentor staff on plan document drafting and compliance.
Internal Client Communication: Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.
Other: Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.
Filing: File documents with government agencies as needed
Client Communication: Communicate effectively with clients, client counsel, providing updates and gathering information.
Document Management: Prepare, organize, and maintain legal documents, including research and contracts.
Project Management:
All other duties as assigned.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Retirement Plan Compliance Manager • Tampa, FL, United States
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