Compliance Consultant- Retirement

Compliance Consultant- Retirement

We are excited to bring on an accomplished Compliance Consultant to our Retirement Plan Services / Product team to work in our Fort Wayne IN or Radnor PA offices or work from home. In this role, you will analyze and deliver on more complex assignments / projects. You will act as a resource to applicable internal / external stakeholders and will execute on more complex compliance plans, reviews, and risk analyses for assigned area.

Researching and resolving complex technical and plan compliance questions

Providing in-depth consultation and technical guidance to internal / external clients on the retirement plan design, plan operation, nondiscrimination testing, compliance reviews & filings, etc.

Interpreting retirement plan documents to ensure continual compliance with legal interpretation and potential impact of changes to Federal tax laws and regulations

Analyzing, reviewing and developing more complex remediation solutions for identified issues to ensure ongoing compliance and appropriate accountability of internal stakeholders and appropriate escalation of issues

Presenting retirement topics and / or conducting training of internal and external audiences

Maintaining knowledge on current and emerging developments / trends, assessing the impact, and collaborating with internal and external clients to incorporate new trends and developments in current and future strategies and solutions

Must haves :

3 - 5+ Years of experience working with retirement plans (administration, compliance testing, drafting plan documents) that aligns with the responsibilities

Ability to read, analyze and interpret both internal and external documents such as general media / publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures

Confident, comfortable communicator with strong written and verbal communication skills

4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

Nice-to-haves :

Retirement industry designations from ASPPA, NIPA, etc.

Knowledge and experience with IRS correction programs

Presentation and / or training experience with internal or external audiences