Compliance Analyst, Specialization

Job description

Section 1: Position Summary Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. Section 2: Job Functions, Essential Duties and Responsibilities Ability to successfully complete and support the work outlined for the Compliance Associate roles Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations. Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information Supports DOL, IRS, and Large plan audits Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans Is responsible for plan administration, compliance and testing for identified blocks of business Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines Prepares annual valuation and compliance reports for Clients Provides detailed consultations with Plan Consultant in drafting plan documents, plan...