Compliance Analyst

Ascensus

Multiple Locations
Retirement plan compliance testing
Government forms preparation
Irs and dol reporting
Performs compliance testing, document support and government forms preparation for complex retirement plan clients

Job Summary

  • Performs compliance testing, document support and government forms preparation for complex retirement plan clients.
  • Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements.
  • Communicates with plan sponsors to update and correct required data necessary to perform various testing required by government regulations.

Matching Summary

Performs compliance testing, document support and government forms preparation for complex retirement plan clients.

Skills & Requirements

Must-have

  • Retirement plan compliance testing
  • Government forms preparation
  • IRS and DOL reporting
  • Client data investigation
  • Record keeping software
  • Legislative change awareness

Nice-to-have

  • Customer loyalty focus
  • Collaborative knowledge sharing
  • Learning in everyday activities
  • Working under pressure
  • Fast-paced environment

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