Compliance Analyst

Ascensus

Performs compliance testing
Prepares government forms
Communicates with plan sponsors
Performs compliance testing, document support, and government forms preparation for complex retirement plan clients, ensuring plans remain tax qualified

Job Summary

  • Performs compliance testing, document support, and government forms preparation for complex retirement plan clients, ensuring plans remain tax qualified.
  • Communicates with plan sponsors to update and correct required data, investigates and clarifies client data problems, and serves as technical expertise to compliance analysts.
  • Maintains current awareness of legislative changes and IRS rulings, researches new issues impacting plan qualification, and consistently meets performance expectations in a fast-paced environment.

Matching Summary

Performs compliance testing, document support, and government forms preparation for complex retirement plan clients, ensuring plans remain tax qualified.

Skills & Requirements

Must-have

  • Performs compliance testing
  • Prepares government forms
  • Communicates with plan sponsors
  • Maintains client database
  • Interprets prior plan document history
  • Research legislative changes

Nice-to-have

  • Focuses on learning
  • Collaborates with colleagues
  • Works under pressure
  • Customer oriented
  • Analytical
  • Information seeker

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter