Plan Compliance Administration Analyst - Retirement Plans

Job description

Position Description: The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to annual compliance testing, contribution calculations, and preparation of the Form 5500. This role keeps plans qualified by making sure all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises other departments on plan compliance matters. Position Location: This position is remote (within the U.S.A.) and does not require regular in-office presence. What you do: - Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters. - Administer retirement plans according to plan documents. - Calculate employer contributions. - Determine participant eligibility and vesting according to plan document. - Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), and 402(g) and work with client on corrective measures for failed tests. - Prepare and file Forms 5500 and 5330. - Provide support for plan audits. - Utilize multiple systems to administer plans efficiently and by regulatory deadlines. What...