Human Interest

Compliance Administrator

Human Interest

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $65,000 - $80,000 per year

About the role

  • Prepare and review compliance testing results (including ADP/ACP, Deductibility, Top Heavy, 401(a)(4), 402(g), 410(b), and 415) in a fast paced environment
  • Review and interpret plan documents to determine plan provisions
  • Design and prepare plan documents for new or conversion plans
  • Prepare plan document amendments as needed
  • Calculate annual contributions, including new comparability
  • Review, prepare and ensure timely filing of Forms 5500, 5330 and 8955-SSA
  • Assist Account Management team with questions, problem solving and resolution regarding Compliance issues
  • Assist auditors as needed
  • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law

Requirements

  • 4+ years of progressive retirement plan experience, including at least 1 year experience with compliance testing and annual IRS reporting requirements, and comprehensive understanding of plan documents
  • Knowledge of ERISA and IRS regulations
  • Ability to research solutions and interpret technical literature
  • Excellent spreadsheet knowledge, mathematical aptitude, and problem solving abilities
  • Strong communication skills and the ability to explain complex issues to all levels within an organization
  • Self-starter and passionate about suggesting and implementing process improvements
  • Ability to work towards Industry designation within first 12 months (ASPPA, NIPA, etc.).
Benefits
  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Competitive time off and parental leave
  • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: Enhanced Mental Health Support for Employees and dependents
  • Carrot: Fertility healthcare and family forming benefits
  • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
compliance testingannual IRS reportingplan document preparationcontribution calculationForms 5500Forms 5330Forms 8955-SSAmathematical aptitudeproblem solving
Soft Skills
strong communication skillsability to explain complex issuesself-starterprocess improvement
Certifications
ASPPANIPA