Plan Compliance Specialist

Ascensus

Compliance Specialist ensuring retirement plans remain qualified through various compliance testing and reporting processes. Focus on nondiscrimination testing and Form 5500 reporting for defined contribution plans.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in compliance testing, particularly in nondiscrimination testing and Form 5500 reporting. Strong analytical skills are essential for ensuring adherence to IRS regulations and effective communication with internal and external partners.

Highest-signal resume keywords

Nondiscrimination TestingForm 5500 ReportingCompliance TestingAnalytic SkillsIRS Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Nondiscrimination TestingForm 5500 ReportingCompliance TestingAnalytic Skills

Soft Skills

Ability To LearnCommunication Skills

Industry Keywords

IRSGovernment FilingsDepartment ProcessesProceduresStandards

About the role

Key responsibilities & impact

Analyzing census information and completing nondiscrimination testing
Performing various compliance testing and ensuring adherence to IRS and plan limits
Preparing Form 5500 and other required government filings
Providing support to internal and external partners for compliance testing and reporting

Requirements

What you’ll need

Strong understanding of department processes, procedures, and standards
Ability to learn and perform advanced annual nondiscrimination testing
Experience with Form 5500 reporting
Analytic skills for compliance nondiscrimination testing and reporting

Benefits

Comp & perks

401(k) match
Medical
Dental
Vision
Paid-Time-Off
Other rewards and benefits