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Lead Retirement Plans Compliance Analyst

6/14/2025

Remote

Job Summary

A company is looking for a Lead Plan Compliance Administration Analyst - Retirement Plans.

Key Responsibilities
  • Produce weekly and monthly reporting to ensure goals are met
  • Manage complex plans and provide guidance on escalated issues
  • Lead training and onboarding for team members while ensuring compliance with regulations
Required Qualifications
  • Bachelor's Degree or equivalent experience required
  • 3-5 years of Retirement Plans Administration experience
  • Ability to manage data and process financial transactions accurately
  • Excellent mathematical and Excel skills
  • QKA or equivalent designation preferred

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