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Retirement Plan Compliance Analyst

7/11/2025

Remote

Job Summary

A company is looking for a Remote Retirement Plan Compliance Analyst.

Key Responsibilities
  • Ensure compliance with retirement plan provisions and regulations
  • Support audits and assist Plan Consultants with operational and compliance issues
  • Prepare annual valuation and compliance reports, and maintain data confidentiality
Required Qualifications
  • Bachelor's degree preferred
  • Minimum 5 years of hands-on retirement plan testing experience
  • Experience with 5500's and relevant documentation
  • 5 years of prior ERISA experience in the retirement industry preferred
  • Strong proficiency in Word, Excel, and Outlook

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