Senior Plan Compliance Specialist

Ascensus

Senior Plan Compliance Specialist assisting with plan compliance and quality control in ERISA retirement plans. Providing technical guidance and resolving compliance issues.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in compliance and quality control within retirement and pension plans, with a strong focus on ERISA regulations and technical guidance. Proficient in analyzing plan documents and executing resolutions to complex compliance issues.

Highest-signal resume keywords

Retirement ExperiencePension ExperienceQKA DesignationCompliance ReviewProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Nondiscrimination TestingQDRO ReviewPlan Document InterpretationQuality ControlAnalytical Skills

Soft Skills

Technical GuidanceStaff Development

Tools & Technologies

Relius AdministrationFTWilliamsCRMAccessExcelWordAdobeRelius Documents

Certifications & Qualifications

QKA

Industry Keywords

ERISAComplianceRetirement PlansPension Plans

About the role

Key responsibilities & impact

Assist with plan compliance and quality control.
Perform or quality review nondiscrimination testing and other compliance related tasks.
Participate in staff development providing ERISA technical guidance.
Perform QDRO reviews for accuracy and completeness.
Review death distributions to determine beneficiary and payout period.
Update compliance materials, participant forms, letters, and distribution packages for law changes/disclosures.
Effectively execute resolution to escalated technical issues.

Requirements

What you’ll need

College degree or relevant work experience required
QKA (Qualified 401 (k) Administrator) designation preferred
10+ years of Retirement or Pension experience preferred
Ability to operate PC, calculator, copy/scan/fax machine, telephone
Ability to work with Relius Administration, FTWilliams, CRM, Access, Excel, Word, Adobe, Relius Documents
Ability to read and interpret plan documents.
Strong problem solving and analytical skills

Benefits

Comp & perks

401(k) match
Medical
Dental
Vision
Paid-Time-Off