Retirement Compliance Consultant
A company is looking for a Retirement Compliance Consultant. Key Responsibilities: Prepare and mail IRS Form 5500 and applicable schedules for assigned caseload Analyze data for accurate completion of compliance forms and assist clients with e-filing Review plan documents and provide guidance on compliance processes Required Qualifications: Bachelor's degree in finance or business, or equivalent work experience Proficiency using MS Office Ability to prioritize work within assigned caseload Knowledge of 5500 software preferred Industry experience in banking or financial services preferred
A company is looking for a Retirement Compliance Consultant.
Key Responsibilities:
Prepare and mail IRS Form 5500 and applicable schedules for assigned caseload
Analyze data for accurate completion of compliance forms and assist clients with e-filing
Review plan documents and provide guidance on compliance processes
Required Qualifications:
Bachelor's degree in finance or business, or equivalent work experience
Proficiency using MS Office
Ability to prioritize work within assigned caseload
Knowledge of 5500 software preferred
Industry experience in banking or financial services preferred
