Retirement Plan Compliance Analyst
VirtualVocationsClearwater, Florida, United States6 days ago
Job type
- Full-time
Job description
A company is looking for a Remote Retirement Plan Compliance Analyst.
Key Responsibilities
Ensure compliance with retirement plan provisions and related regulations
Support audits and assist Plan Consultants in resolving compliance issues
Prepare annual valuation and compliance reports for clients
Required Qualifications
Bachelor's degree preferred
3 to 8+ years of hands-on retirement plan testing experience
Experience with 5500 forms and relevant documentation
Retirement Plan Fundamentals certification preferred upon eligibility
QKA designation preferred but not required
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Compliance Analyst • Clearwater, Florida, United States
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