![Building A Digital PR Strategy: 10 Essential Steps for Beginners [With Examples]](https://buzzsumo.com/wp-content/uploads/2023/09/Building-A-Digital-PR-Strategy-10-Essential-Steps-for-Beginners-With-Examples-bblog-masthead.jpg)
![How One Brand Solved the Marketing Attribution Puzzle [Video]](https://contentmarketinginstitute.com/wp-content/uploads/2025/03/marketing-attribution-model-600x338.png?#)
Plan Compliance Representative
A company is looking for a Plan Compliance Representative. Key Responsibilities Collect and manage data for workflow progress and government filings Oversee day-to-day management and annual filing requirements for customer accounts Ensure compliance with regulatory deadlines for filings related to 401k, profit sharing, and 403b plans Required Qualifications 1 year of experience in a lead role in Client Relationship management Ability to administer a minimum of 50 plans Minimum of 2 years of work experience in a business environment College Degree in finance, accounting, or a business-related field Experience using FT Williams and PensionPro Software
A company is looking for a Plan Compliance Representative.
Key Responsibilities
Collect and manage data for workflow progress and government filings
Oversee day-to-day management and annual filing requirements for customer accounts
Ensure compliance with regulatory deadlines for filings related to 401k, profit sharing, and 403b plans
Required Qualifications
1 year of experience in a lead role in Client Relationship management
Ability to administer a minimum of 50 plans
Minimum of 2 years of work experience in a business environment
College Degree in finance, accounting, or a business-related field
Experience using FT Williams and PensionPro Software