Compliance Analyst

Ascensia

Performs compliance testing
Prepares government forms
Ensures tax qualification
Performs compliance testing, document support and government forms preparation for complex retirement plan clients, ensuring assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements

Job Summary

  • Performs compliance testing, document support and government forms preparation for complex retirement plan clients, ensuring assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements.
  • Investigates and clarifies client data or census problems, prepares non-discrimination tests, top heavy tests, coverage tests, and 415 annual addition tests on larger and more technically complex plans.
  • Maintains current awareness and understanding of legislative changes, IRS rulings, and expert opinions related to the processing of retirement plans and researches new issues to determine their impact on plan qualification status.

Matching Summary

Performs compliance testing, document support and government forms preparation for complex retirement plan clients, ensuring assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements.

Skills & Requirements

Must-have

  • Performs compliance testing
  • Prepares government forms
  • Ensures tax qualification
  • Communicates with plan sponsors
  • Maintains client database
  • Research legislative changes

Nice-to-have

  • Technical expertise to analysts
  • Focuses on learning
  • Collaborates with colleagues
  • Works under pressure
  • Customer oriented
  • Detail oriented

Key Requirements

  • Bachelor's degree or industry experience
  • 4+ years employee benefits experience
  • Experience in testing and 5500
  • Strong MS Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter