Compliance Specialist

Ascensus

Compliance Specialist handling compliance testing and contributions for retirement plans. Verifying plan census accuracy and preparing government forms for retirement plans.

Posted 5/29/2026full-timeDresher • North Carolina, Pennsylvania, South Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Performs compliance testing for defined contribution plans.
Verifies the accuracy of plan census data and identifies contributions to be tested for plan year.
Prepares non-discrimination tests, top heavy tests, coverage tests, 415 annual addition tests with assistance of a Sr. Compliance Analyst.
May also perform contribution calculations.
Reviews legal plan documents, employee census data, and determines participant eligibility.
Reconciles all financial activity then prepares government forms and associated schedules for assigned plans in a timely manner with a high degree of accuracy.
Processes plan participant distributions, loans, disbursement requests, and assists with special projects as needed.

Requirements

What you’ll need

Ability to apply advanced mathematical concepts utilizing spreadsheet and accounting database software programs.
Strong MS Office skills to include Excel.
Bachelor’s degree in a business related field or industry experience preferred (but not required).
ASC experience preferred

Benefits

Comp & perks

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Hard Skills & Tools

compliance testingnon-discrimination teststop heavy testscoverage tests415 annual addition testscontribution calculationsfinancial reconciliationgovernment forms preparationmathematical conceptsdata analysis

Soft Skills

attention to detailaccuracyorganizational skillsproblem-solvingcommunication skills