Retirement Plan Compliance Analyst
Company: VirtualVocations
Location: Boca Raton
Posted on: October 29, 2024
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Job Description:
A company is looking for a Retirement Plan Compliance Analyst
III to manage compliance-related activities for defined
contribution plans.
Key Responsibilities
Conduct data analysis and ensure legal compliance of defined
contribution retirement plans
Communicate with account management to identify plan changes and
provide solutions
Serve as a subject matter expert and provide training on retirement
plan administration
Required Qualifications, Training, and Education
5+ years of experience in defined contribution plan
administration
Hands-on experience with compliance/non-discrimination testing of
retirement plans
Experience with cross testing and/or class allocations
Previous experience with Form 5500 preparation
Bachelor's degree in a related field or equivalent relevant
experience
Keywords: VirtualVocations, Port St. Lucie , Retirement Plan Compliance Analyst, Professions , Boca Raton, Florida
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