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Lead Retirement Plan Compliance Analyst
Lead Retirement Plan Compliance AnalystVirtualVocations • San Jose, California, United States
Lead Retirement Plan Compliance Analyst

Lead Retirement Plan Compliance Analyst

VirtualVocations • San Jose, California, United States
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A company is looking for a Lead Plan Compliance Administration Analyst - Retirement Plans.

Key Responsibilities

Produce weekly and monthly reporting to ensure goals are met

Manage complex plans and provide guidance on escalated issues

Lead training and onboarding for team members while ensuring compliance with regulations

Required Qualifications

Bachelor's Degree or equivalent experience required

3-5 years of Retirement Plans Administration experience

Ability to manage data and process financial transactions accurately

Excellent mathematical and Excel skills

QKA or equivalent designation preferred

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Analyst Retirement • San Jose, California, United States

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