Compliance Analyst – Retirement Plans & ESOPs

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

HSA with company contribution

PTO for parental leave, vacation, and:

Job summary

Blue Ridge Associates is a leading professional services firm specializing in ESOPs and retirement plans. The Compliance Analyst provides support for audits, regulatory filings, testing, and plan document reviews to ensure ERISA compliance and high-quality client service.

The role emphasizes research, documentation, and cross-functional collaboration to maintain accurate compliance records and deliverables. Competitive salary and comprehensive benefits are offered.

Qualifications

• 3-7 years of related experience in retirement plan administration or compliance.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Associate's or bachelor's degree preferred; equivalent experience considered.

Responsibilities

• Support retirement plan compliance projects, audits, and testing.
• Assist with Form 5500 preparation, plan document reviews, and regulatory analysis.
• Research regulatory changes and communicate impact to internal teams.
• Collaborate with Compliance, Operations, and Document Services to ensure consistent practices.

Skills

Detail-oriented

Research-focused

Organized

Deadlines & priorities

Clear communicator

Collaborative

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Blue Ridge Associates is a leading professional services firm specializing in ESOPs and retirement plans. The Compliance Analyst provides support for audits, regulatory filings, testing, and plan document reviews to ensure ERISA compliance and high-quality client service.

The role emphasizes research, documentation, and cross-functional collaboration to maintain accurate compliance records and deliverables. Competitive salary and comprehensive benefits are offered.