Retirement Plan Compliance Analyst - Boca Raton Florida

Company: VirtualVocations
Location: Boca Raton, Florida
Posted On: 10/30/2024

A company is looking for a Retirement Plan Compliance Analyst III to manage compliance-related activities for defined contribution plans.



Key Responsibilities

Conduct data analysis and ensure legal compliance of defined contribution retirement plans
Communicate with account management to identify plan changes and provide solutions
Serve as a subject matter expert and provide training on retirement plan administration



Required Qualifications, Training, and Education

5+ years of experience in defined contribution plan administration
Hands-on experience with compliance/non-discrimination testing of retirement plans
Experience with cross testing and/or class allocations
Previous experience with Form 5500 preparation
Bachelor's degree in a related field or equivalent relevant experience More...

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