401(k) Compliance Consultant – Testing & Filings

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, 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.