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Senior ERISA Compliance AnalystVirtualVocations • Dayton, Ohio, United States
Senior ERISA Compliance Analyst

Senior ERISA Compliance Analyst

VirtualVocations • Dayton, Ohio, United States
4 days ago
Job type
  • Full-time
Job description
To independently manage the full lifecycle of compliance testing, government reporting, and plan document work for a mixed caseload of plans, the full-time Senior ERISA Compliance Analyst will operate remotely, performing annual nondiscrimination testing, preparing Form 5500 filings, and training Compliance Analysts while ensuring adherence to ERISA regulations. Key responsibilities: Independently perform annual nondiscrimination testing and prepare Form 5500 filings for complex plans Draft plan amendments and serve as the primary compliance contact for assigned relationship managers Train and mentor Compliance Analysts on testing methodologies and identify emerging compliance issues in assigned plans Required qualifications: Bachelor's degree in business, finance, accounting, human resources, or a related field preferred 3-7 years of direct experience in retirement plan compliance testing or Form 5500 preparation Experience with major retirement plan administration software platforms such as Relius or Ft William ASPPA RPF designation achieved or in progress; QKA or other ASPPA/NIPA credentials preferred Advanced Excel skills with the ability to troubleshoot data discrepancies
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Senior ERISA Compliance Analyst • Dayton, Ohio, United States

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