Retirement Plan Compliance Administrator

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

📋 Description

• Oversee annual administration and compliance services for qualified retirement plans.

• Execute plan valuations and conduct compliance testing, which includes:

• ADP/ACP Testing

• IRC Section 415 Testing

• IRC Section 414 Testing

• Coverage Testing

• Top Heavy Testing

• Evaluate compliance work for technical precision, pinpoint potential issues, and suggest corrections or alternative testing methods.

• Analyze participant census data and compute employer contributions.

• Examine and reconcile plan assets.

• Interpret plan documents and amendments to ensure correct application of plan provisions.

• Prepare and review Form 5500 submissions.

• Calculate lost earnings related to delayed participant contributions when necessary.

• Research, analyze, and resolve compliance and benefit issues pertaining to retirement plans.

• Work collaboratively with internal Consultants and team members to address compliance needs across the firm's retirement plan offerings.

• Keep up-to-date with IRS, DOL, and ERISA regulations influencing qualified retirement plans.

• Perform additional duties as assigned.

⛳️ Requirements

• 2-3+ years of experience in retirement plan administration or compliance.

• Strong comprehension of qualified retirement plan compliance and annual administration processes.

• Experience executing non-discrimination and compliance testing, including ADP/ACP, 415, 414, coverage, and Top-Heavy testing.

• Proficient in preparing Form 5500 filings.

• Capability to interpret retirement plan documents and amendments.

• Strong analytical, problem-solving, and organizational abilities.

• Excellent attention to detail and a dedication to producing precise work.

• Capacity to work independently while effectively collaborating in a team setting.

🏝️ Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.

• Flexible PTO – Competitive paid time off, including flexible & unlimited options.

• Inclusive Environment – A culture that values diversity, collaboration, and respect.

• Growth Opportunities – Support for ongoing learning and career development.

• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

• Workplace Perks – Incentive bonus programs, flexible hours, & more.