Compliance Coordinator I

Job description

Section 1: Position Summary This position has significant importance due to the critical nature of the employee benefit administration function performed by the Wrangle Team for its clients by supporting two basic areas: Knowledge of the Health and Welfare Form 5500, as well as the ability to pull data from multiple sources to assist and support the entire Form 5500 process is required. Expertise in building and maintaining professional relationships/professional communication with Wrangle staff in addition to demonstrated skill in implementing time management methods/self-direction to handle multiple tasks on any given day is essential. Interaction is primarily with Wrangle staff. Section 2: Job Functions, Essential Duties and Responsibilities - Health and Welfare Form 5500 service and - ERISADesk services/NDT processes H&W Form 5500 Process -: ERISADesk Plan Document and NDT Process - - Assists with reviewing and finalizing submitted Plan Sponsor Data in the 5500 TED Dashboard. - Assists with due diligence and new file reviews. - Reviews and upload Schedule As into the 5500 TED Dashboard. - Prepares the Form 5500, including self-review, creating the snapshot and validating, and g...