Senior Plan Compliance Specialist

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

📋 Description

• Capability to conduct or review nondiscrimination testing and other compliance-related activities carried out by the plan compliance team.

• Engage in the professional development of the plan compliance team by offering ERISA technical guidance and quality review feedback.

• In-depth knowledge of qualified plan retirement contributions (including New Comparability).

• Conduct QDRO reviews to ensure accuracy and completeness, determining the award for the alternate payee.

• Evaluate death distributions to identify beneficiaries and payout periods.

• Revise compliance materials, participant forms, letters, and distribution packages in accordance with legal changes/disclosures within recordkeeping software and client web access.

• Efficiently resolve escalated technical issues from clients and/or internal personnel.

• Recognize and leverage internal and external resources for compliance solutions.

• Offer plan design assistance for existing and onboarding clients.

• Take part in compliance-related projects and other assigned tasks.

• Maintain expert-level knowledge of regulations governing qualified plans.

⛳️ Requirements

• A college degree or equivalent relevant work experience is required.

• QKA (Qualified 401(k) Administrator) certification is preferred.

• A minimum of 10 years of experience in Retirement or Pension is preferred.

• Proficient in operating a PC, calculator, copy/scan/fax machine, and telephone.

• Familiarity with software such as Relius Administration, FTWilliams, CRM, Access, Excel, Word, Adobe, and Relius Documents.

• Ability to comprehend and analyze plan documents.

• Strong analytical and problem-solving abilities.

• Exceptional written and verbal communication skills.

🏝️ Benefits

• 401(k) matching program.

• Medical insurance.

• Dental coverage.

• Vision insurance.

• Paid Time Off.