Compliance Specialist II, Retirement

Job Description

Full-time, fully remote position, in retirement benefits administration, expected to work

Monday through Friday with a 40+ hour work week. Wonderful working environment

with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

All duties identified for Compliance Specialist 1-2 position

• Complete all required testing for retirement plans
• Prepare large-plan filer Form 5500s for review and signing
• Provide support for independent auditor when audit is required
• Support Plan Sponsors in completing IRS audit requirements
• Must gain extensive knowledge of retirement plans through successfully completing

the QKA-1 and QKA-2 exams within 1 year of accepting this position; maintain QKA

designation once obtained

measured areas

Qualifications

meet deadlines

approach to duties and responsibilities

Microsoft Word, Outlook, and Excel

Educational and Experience – Bachelor's degree or work equivalent required. 1 year

retirement plan administration experience is required.

Physical Requirements – This position requires the employee to be seated the majority

of the work time.