401(k) Compliance Consultant

isolved; United States; On-site; USD 60,000 - 85,000; Full time

Job summary

isolved, based in the United States, seeks a 401(k) Compliance Consultant to support defined contribution plans with annual nondiscrimination testing and Form 5500 reporting. This role focuses on accuracy and compliance to protect plan participants.

Responsibilities include calculating benefits, researching corrective actions, and executing ADP/ACP tests, top-heavy analyses, 410(b) coverage, and 404(a) testing, along with Form 5500SF & 8955SSA preparation and drafting plan amendments.

Qualifications

• Associates degree or 3 years' experience in retirement industry.
• QKA designation preferred.

Responsibilities

• Perform annual nondiscrimination testing and Form 5500 reporting.
• Calculate benefits and research corrective action when errors occur.
• Perform ADP/ACP Test, top-heavy, 410(b) Coverage, and 404(a) testing.
• Prepare Form 5500SF & 8955SSA and draft plan amendments.

Skills

Experience in retirement industry

QKA designation preferred

Education

Associates degree

QKA designation preferred

Job description

• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Why Work Here

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The 401(k) Compliance Consultant performs annual nondiscrimination testing and Form 5500 reporting for our client's defined contribution plan.

Core Job Duties

• Calculate benefits.
• Research corrective action when errors occur.
• Perform ADP/ACP Test, top-heavy, 410(b) Coverage, and 404(a) testing.
• Prepare Form 5500SF & 8955SSA.
• Draft Plan Amendments

Minimum Qualifications

• Associates degree or 3yrs experience in retirement industry.
• QKA designation preferred.

About Isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.