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Compliance Analyst
ManulifeCompliance Analyst processing data for US John Hancock Retirement segment. Communicating with stakeholders, ensuring IRS compliance, and handling retirement plan documents and reports.
Posted 7/20/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $73,350 - $122,250 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Defined Contribution plan administration, including compliance with IRS requirements and proficiency in data analysis. Strong communication skills facilitate effective collaboration with plan sponsors and internal teams.
Highest-signal resume keywords
Defined Contribution Plan Administration401k Retirement Plan Document InterpretationData AnalysisNondiscrimination TestingFinancial Services Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ScrubbingData UploadingReport GenerationIRS ComplianceLoan Delinquency ReportingRequired Minimum DistributionsEligibility AnalysisCompensation AnalysisContributions Analysis
Soft Skills
Analytical Problem SolvingOrganizational SkillsTime ManagementWritten CommunicationVerbal Communication
Tools & Technologies
Parts+ Recordkeeping System
Industry Keywords
Financial ServicesRetirement PlansPlan SponsorsClient Service ManagementERISA Compliance
About the role
Key responsibilities & impact- Collecting, scrubbing, and uploading participant level account data with efficiency and accuracy
- Communicating with plan sponsors and internal stakeholders via Parts+ recordkeeping system
- Reading and comprehending retirement plan provisions from plan documents and amendments
- Ensuring that reports are properly generated according to Eligibility, Compensation, and Contributions
- Ensuring clients meet IRS requirements for compliance activities
- Nondiscrimination testing, Loan Delinquency reporting, and Required minimum Distributions
- Working with the Client Service Manager team & ERISA Government & Reporting team for accurate and timely nondiscrimination testing
Requirements
What you’ll need- Bachelor’s degree required
- 5-7+ years working in a financial services operation’s environment
- 5+ years working in Defined Contribution plan administration
- Prior experience reading and interpreting 401k Retirement Plan Documents required
- Excellent data analysis and technology skills
- Ability to organize, prioritize, and process multiple issues simultaneously.
- Demonstrated analytical / problem solving skills in the financial services industry
- Demonstrated excellence in written and verbal communication
- Time management focused adhering to deadlines and timelines.
Benefits
Comp & perks- health insurance
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans
- pension/401(k)
- global share ownership plan with employer matching contributions
- financial education and counseling resources
- generous paid time off program including up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time