Compliance Analyst - Defined Contribution & 5500 Specialist

The Retirement Advantage, Inc. (TRA); United States; Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

The Retirement Advantage, Inc. (TRA) is seeking a Compliance Analyst I to provide timely compliance and government form production support for TRA’s Defined Contribution Plan clients and internal Client Relationship Managers.

You will collaborate with internal sales, external Plan Advisors, and plan sponsors to ensure accurate plan administration, test results communication, and ongoing process improvement while staying current with applicable laws and TRA policies.

Formación

• College Degree preferred.
• Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment.
• Strong communication skills, both written and verbal.
• Must be mature and dependable.
• Strong computer literacy, including Excel, Word, and Adobe.

Responsabilidades

• Oversee compliance activities for assigned Defined Contribution clients by executing compliance work and Form 5500 production to ensure accurate and timely plan administration.
• Communicate the compliance testing results timely and effectively, with consideration for Plan design needs to group of assigned plans.
• Provide compliance production support to TRA clients and internal Client Relationship Managers, including but not limited to: ADP/ACP, coverage, top heavy testing, allocations and Form 5500 production to ensure accurate and timely plan administration.
• Communicate timely, effectively, and professionally both internally and externally.
• Serve as a Subject Matter Advisor (SMA) and as a Plan Provider Advisor (PPA).
• Offer recommendations for improvement in processes and procedures.
• Maintain an awareness of the laws, regulations, internal policies and procedures appropriate for this position.
• Outstanding TRA Corporate Citizen, dedicated to maintaining TRAs reputation at all times in the communities we touch.
• Perform other job related duties and special projects as assigned.

Conocimientos

Organizational skills

Problem solving

Communication skills

Independent work

Dependable

Educación

College Degree

Herramientas

Excel

Word

Adobe

Descripción del empleo

The Retirement Advantage, Inc. (TRA) is seeking a Compliance Analyst I to provide timely compliance and government form production support for TRA’s Defined Contribution Plan clients and internal Client Relationship Managers.

You will collaborate with internal sales, external Plan Advisors, and plan sponsors to ensure accurate plan administration, test results communication, and ongoing process improvement while staying current with applicable laws and TRA policies.