Plan Compliance Analyst

A company is looking for a Plan Compliance Administration Analyst to provide administrative services for qualified retirement plans. Key Responsibilities Administer retirement plans, including compliance testing and contribution calculations Prepare and file Forms 5500 and 5330, and support plan audits Communicate with plan sponsors regarding compliance-related matters and resolve issues Required Qualifications Bachelor's Degree or equivalent experience in Retirement Plans 1-3 years of retirement plan administration experience Strong mathematical and Excel skills Ability to manage data and process financial transactions accurately Experience in maintaining data security and compliance with guidelines

May 13, 2025 - 20:56
 0
Plan Compliance Analyst
A company is looking for a Plan Compliance Administration Analyst to provide administrative services for qualified retirement plans. Key Responsibilities Administer retirement plans, including compliance testing and contribution calculations Prepare and file Forms 5500 and 5330, and support plan audits Communicate with plan sponsors regarding compliance-related matters and resolve issues Required Qualifications Bachelor's Degree or equivalent experience in Retirement Plans 1-3 years of retirement plan administration experience Strong mathematical and Excel skills Ability to manage data and process financial transactions accurately Experience in maintaining data security and compliance with guidelines