Compliance Analyst

Manulife

Boston, Massachusetts, United States
Base: $73,350.00 - $122,250.00 usd; bonus/equity: ...
Hybrid
5-7 years financial services operations experience
Defined contribution plan administration expertise
401k retirement plan document interpretation
The Compliance Analyst will ensure clients meet IRS requirements for compliance activities such as Nondiscrimination testing and Required minimum Distributions

Job Summary

  • The Compliance Analyst will ensure clients meet IRS requirements for compliance activities such as Nondiscrimination testing and Required minimum Distributions.
  • This role involves calculating complex employer matching contributions including Annual Match, Lookback Match, and Profit-Sharing contributions using various allocation methods.
  • Manulife offers a flexible environment with well-being support, customizable benefits, and opportunities to shape the future of the global team.

Matching Summary

The Compliance Analyst will ensure clients meet IRS requirements for compliance activities such as Nondiscrimination testing and Required minimum Distributions.

Salary

Base: $73,350.00 - $122,250.00 USD; Bonus/Equity: Incentive programs available tied to performance; Benefits: Health, dental, vision, 401(k) match, paid time off

Skills & Requirements

Must-have

  • 5-7 years financial services operations experience
  • Defined Contribution plan administration expertise
  • 401k Retirement Plan document interpretation
  • Complex employer matching contribution calculations
  • Nondiscrimination testing analysis and reconciliation

Nice-to-have

  • ASC testing software proficiency
  • ASPAA Certificate preferred
  • Strong written and verbal communication skills
  • Ability to prioritize multiple issues simultaneously

Key Requirements

  • Bachelor's degree required
  • 5+ years in Defined Contribution plan administration
  • Prior experience reading 401k Retirement Plan Documents
  • Excellent data analysis and technology skills

Work Rights

Not specified

Tailored Resume

Cover Letter