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Retirement Compliance Consultant

7/3/2025

Remote

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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