Lead Retirement Plans Compliance Analyst

A company is looking for a Lead Plan Compliance Administration Analyst - Retirement Plans. Key Responsibilities Produce weekly and monthly reporting to ensure goals are met Manage complex plans and provide guidance on escalated issues Lead training and onboarding for team members while ensuring compliance with regulations Required Qualifications Bachelor's Degree or equivalent experience required 3-5 years of Retirement Plans Administration experience Ability to manage data and process financial transactions accurately Excellent mathematical and Excel skills QKA or equivalent designation preferred

Jun 13, 2025 - 01:50

A company is looking for a Lead Plan Compliance Administration Analyst - Retirement Plans. Key Responsibilities Produce weekly and monthly reporting to ensure goals are met Manage complex plans and provide guidance on escalated issues Lead training and onboarding for team members while ensuring compliance with regulations Required Qualifications Bachelor's Degree or equivalent experience required 3-5 years of Retirement Plans Administration experience Ability to manage data and process financial transactions accurately Excellent mathematical and Excel skills QKA or equivalent designation preferred