Plan Compliance Administration Analyst - Retirement Plans

Ameritas; Lincoln (NE); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Sr. Plan Administration Analyst to provide administrative services for retirement plans. This remote role involves compliance testing, contribution calculations, and collaboration with clients to ensure regulatory adherence. The ideal candidate will have a Bachelor's degree and experience in retirement plan administration, along with strong communication and analytical skills. The company offers competitive pay, flexible work options, and a comprehensive benefits package.

Benefits

401(k) Retirement Plan with company match

Tuition Reimbursement and Assistance

Incentive Program Bonuses

Medical, Dental, Vision benefits

Paid time off (PTO)

Generous paid maternity and paternity leave

Qualifications

• 1-3 years of retirement plan administration experience required.
• Ability to manage data and process financial transactions with high accuracy.

Responsibilities

• Administer retirement plans according to plan documents.
• Perform annual plan compliance testing and work with clients on corrective measures.
• Prepare and file Forms 5500 and 5330.

Skills

Communication

Mathematical Skills

Excel

Data Management

Education

Bachelor's Degree

Job description

Position Description:

The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans, including but not limited to annual compliance testing, contribution calculations, and preparation of the Form 5500. This role ensures plans remain qualified by meeting all regulatory deadlines and collaborating with clients to resolve compliance issues. The position also involves advising other departments on plan compliance matters.

Position Location:

This position is remote (within the U.S.A.) and does not require regular in-office presence.

What you do

1. Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance-related matters.
2. Administer retirement plans according to plan documents.
3. Calculate employer contributions.
4. Determine participant eligibility and vesting according to plan documents.
5. Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), and 402(g), and work with clients on corrective measures for failed tests.
6. Prepare and file Forms 5500 and 5330.
7. Provide support for plan audits.
8. Utilize multiple systems to administer plans efficiently and meet regulatory deadlines.

What you bring

1. Bachelor's Degree required or an equivalent combination of education and experience in Retirement Plans.
2. 1-3 years of retirement plan administration experience required.
3. Ability to manage data and process financial transactions with high accuracy.
4. Ability to maintain data security by following all guidelines and reporting potential security threats.
5. Excellent mathematical and Excel skills required.
6. Excellent communication skills required.
7. Ability to work under tight deadlines and attention to detail are desired.

What we offer:

A meaningful mission, great benefits, and a vibrant culture.

Ameritas is an insurance, financial services, and employee benefits provider. Our purpose is fulfilling life — helping people at every age and stage get more out of life.

At Ameritas, you'll find energizing work challenges, flexible hybrid work options, and time for family and community. Our benefits include:

For your money:

• 401(k) Retirement Plan with company match and quarterly contributions.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:

• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:

• Medical, Dental, Vision benefits.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).

For your professional growth:

• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.

For your community:

• Matching donations program.
• Paid volunteer time - 8 hours per month.

For your family:

• Generous paid maternity and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder, and pet care support.

An Equal Opportunity Employer

Ameritas is committed to an inclusive culture and diverse workplace. We hire based on qualifications, positive attitude, and work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity, or any other characteristic protected by law.