Plan Compliance Administration Analyst - Retirement Plans - Remote USA Position-Ameritas HQ is [...]

Ameritas; Lincoln (NE); Remote; Full time

Job summary

A leading company is seeking a Plan Compliance Administration Analyst to provide administrative services for retirement plans. This remote position involves compliance testing, contribution calculations, and regulatory deadlines. The ideal candidate will have a Bachelor's degree and experience in retirement plan administration, along with strong mathematical and communication skills. The company offers a vibrant culture and comprehensive benefits.

Benefits

401(k) Retirement Plan with company match

Tuition Reimbursement

Incentive Program Bonuses

Flexible Hybrid work

Thrive Days - Personal time off

Health Benefits: Medical, Dental, Vision

Professional development programs

Paid volunteer time - 8 hours per month

Qualifications

• 1-3 years retirement plan administration experience required.
• Ability to manage data and process financial transactions accurately.

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

Mathematical Skills

Excel Skills

Communication Skills

Data Management

Attention to Detail

Education

Bachelor's Degree

Job description

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Plan Compliance Administration Analyst - Retirement Plans

#5187

Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States

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Area of Interests

Retirement Plans

Full-Time/Part Time

Full-time

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 keeps plans qualified by making sure all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises 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

• Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters.


• Administer retirement plans according to plan documents.


• Calculate employer contributions.


• Determine participant eligibility and vesting according to plan document.


• Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), and 402(g) and work with client on corrective measures for failed tests.


• Prepare and file Forms 5500 and 5330.


• Provide support for plan audits.


• Utilize multiple systems to administer plans efficiently and by regulatory deadlines.

What you bring

• Bachelor's Degree required or equivalent combination of education and experience in Retirement Plans.


• 1-3 years retirement plan administration experience required.


• Ability to manage data and process financial transactions with a high degree of accuracy.


• Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review.


• Excellent mathematical and Excel skills required.


• Excellent communication skills required.


• Ability to work under tight deadlines and attention to detail are both desired.

What we offer:

A meaningful mission. Great benefits. A vibrant culture

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

At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.


• 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:

• Health Benefits: Medical, Dental, Vision.


• 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 leave and paternity leave.


• Fertility, surrogacy, and adoption assistance.


• Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary 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.

About this Position's Pay

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

Job Details

Pay Range Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.

$27.86 - $44.58 / hour

Pay Transparency

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.