Remote Retirement Plan Compliance Analyst

Overview

The Remote Retirement Plan Compliance Analyst position at FuturePlan involves ensuring compliance with retirement plan regulations and supporting Plan Consultants in various compliance-related tasks.

In Short

• Remote position with several openings.
• Advanced understanding of retirement plan types.
• Facilitates complex interactions with Plan Consultants.
• Reads and comprehends retirement plan provisions.
• Applies IRS, DOL, and ERISA regulations.
• Supports audits and compliance issues.
• Prepares annual compliance reports.
• Ensures confidentiality of sensitive data.
• Collaborates with the team to meet compliance deadlines.
• Participates in quality assurance reviews.

Requirements

• Bachelor’s degree preferred.
• Minimum 5 years of retirement plan testing experience.
• Experience with 5500’s and relevant documents.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Word, Excel, and Outlook.
• Retirement Plan Fundamentals certification preferred.
• Prior experience with plan administration software.
• Strong attention to detail.
• Excellent written and oral communication skills.
• 5 years ERISA experience preferred.

Benefits

• 401(k) match.
• Medical, dental, and vision benefits.
• Paid time off.
• Health Savings Account with employer contribution.
• Professional development opportunities.
• Collaborative work environment.
• Generous reward programs.
• Business casual dress.
• Volunteer and charitable-giving programs.
• Tuition reimbursement.