Compliance Consultant- Retirement

Alternate Locations : Work from Home; Fort Wayne, IN (Indiana); Radnor, PA (Pennsylvania)

Work Arrangement :

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance : is not available for this opportunity.

The Role at a Glance

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.

What you'll be doing

• 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

What we're looking for

Must haves :

Nice-to-haves :

What's it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for you :

About The Company

Lincoln Financial (NYSE : LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.

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