Retirement Plan Compliance Analyst
VirtualVocationsSan Jose, California, United States1 day 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 regulations by analyzing and interpreting plan documents
Support audits and assist Plan Consultants in resolving compliance issues related to qualified plans
Prepare annual valuation and compliance reports and track job progress to meet compliance deadlines
Required Qualifications
Bachelor's degree preferred
3 to 8+ years of hands-on retirement plan testing experience
Experience with 5500 forms and relevant retirement plan documentation
Strong skills in Word, Excel, and Outlook
Retirement Plan Fundamentals certification preferred; QKA and QPA designations are a plus
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Compliance Analyst • San Jose, California, United States
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