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Retirement Plan Compliance Analyst

Retirement Plan Compliance Analyst

VirtualVocationsLowell, Massachusetts, United States
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A company is looking for a Remote Retirement Plan Compliance Analyst.

Key Responsibilities

Ensure compliance with retirement plan provisions and related regulations

Support audits and assist Plan Consultants in resolving compliance issues

Prepare annual valuation and compliance reports for clients

Required Qualifications

Bachelor's degree preferred

3 to 8+ years of hands-on retirement plan testing experience

Experience with 5500 forms and relevant documentation

Retirement Plan Fundamentals certification preferred upon eligibility

QKA designation preferred but not required

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Compliance Analyst • Lowell, Massachusetts, United States

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