Compliance Analyst - Retirement Plans & ESOPs

Blue Ridge Associates; Minneapolis (MN); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Benefits package

401(k) with company match

Generous PTO

Certification support

Collaborative culture

Job summary

Blue Ridge Associates is seeking a Compliance Analyst to support retirement plan compliance projects, audits, and regulatory filings. You will assist with plan document reviews, research regulatory changes, and maintain meticulous documentation to ensure ERISA and IRS adherence.

The role emphasizes accuracy, client service, and collaboration across Compliance, Operations, and Document Services teams. A relevant degree and 3–7 years of experience are preferred, with strong MS Office skills

Qualifications

• 3–7 years of related experience in retirement plan administration, compliance, financial services, accounting, legal services, or a comparable analytical environment.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Support audits, plan corrections, compliance testing, plan document reviews, Form 5500 preparation, and plan merger review and analysis.
• Research new legislation, regulations, and industry developments affecting retirement plans and communicate impacts to internal teams.
• Assist with the review and quality control of plan documents for new business, amendments, restatements, and other document projects.
• Maintain detailed project documentation and compliance records; communicate status and potential delays.
• Provide technical document support across compliance administration & regulatory areas.

Skills

Detail-oriented

Research-focused

Organized

Clear communicator

Collaborative

Education

Associate's or Bachelor's degree

Tools

Microsoft Office Suite

Job description

Blue Ridge Associates is seeking a Compliance Analyst to support retirement plan compliance projects, audits, and regulatory filings. You will assist with plan document reviews, research regulatory changes, and maintain meticulous documentation to ensure ERISA and IRS adherence.

The role emphasizes accuracy, client service, and collaboration across Compliance, Operations, and Document Services teams. A relevant degree and 3–7 years of experience are preferred, with strong MS Office skills