DC Compliance Analyst

This is a fully remote position, open to applicants in Texas.

📋 Description

• Develop a comprehensive understanding of clients and their plans to effectively manage accounts.

• Acquire and enhance knowledge of IRS regulations and plan documentation.

• Evaluate plan limits and conduct annual assessments on plan data; prepare nondiscrimination testing and perform employer calculations.

• Compile audit packages and complete other necessary government filings.

⛳️ Requirements

• 1-5 years of experience in the defined contributions industry with a strong aptitude for problem-solving.

• QKA certification is preferred.

• Previous experience in manually conducting nondiscrimination testing (ADP/ACP), as well as 415 and 402g testing is preferred.

• Prior experience in manually completing government filings, including 5500’s, 8955’s, and 5330’s, is preferred.

• Highly skilled in Excel, including expertise in xlookups, pivot tables, and more.

• Demonstrates strong teamwork abilities and takes responsibility for personal work output.

• Proficient in the use of computers and general office equipment.

• Proficient in the Microsoft Office Suite.

• Strong attention to detail.

• Excellent problem-solving abilities.

• Strong verbal and written communication skills.

• Capable of effectively responding to change.

• Exceptional organizational and time management skills.

🏝️ Benefits

• Medical, Dental, and Vision – Coverage available for employees, dependents, and domestic partners.

• Employee Assistance Program (EAP) – Offers confidential support for personal and work-related challenges.

• 401(k) Plan – Features a company matching program and profit-sharing contributions.

• Discretionary Bonus Program – Recognizes employee contributions.

• Flexible Spending Accounts (FSA) – Provides pre-tax savings for dependent care, transportation, and eligible medical expenses.

• Paid Time Off (PTO) – Begins accruing from the first day of work; full-time employees earn 15 days per year, while part-time employees accrue PTO on a prorated basis.

• Holidays – Minimum of 10 paid holidays each year.

• Family Building Benefits – Includes assistance for adoption and fertility.

• Paid Parental Leave – Up to 12 weeks of paid leave for eligible employees.

• Life Insurance & AD&D – 100% of premiums covered by Milliman.

• Short-Term and Long-Term Disability – Fully paid by Milliman.