Retirement Compliance Consultant

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