Job Summary
A company is looking for a Retirement Compliance Consultant.
Key Responsibilities:
- Analyze and research data for the completion of Form 5500 and applicable schedules
- Prepare forms and provide communications to auditors and clients in compliance with IRS regulations
- Assist clients with 5500 processes and compliance testing, while evaluating alternative solutions
Required Qualifications:
- Bachelor's degree in finance or business, or equivalent work experience
- Proficiency using MS Office
- Ability to prioritize work within assigned caseload
- Knowledge of 5500 software is preferred
- Industry experience in banking or financial services is preferred
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