Plan Compliance Specialist: Nondiscrimination & 5500 Expert

AmericanTCS; United States; On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Paid time off

Job summary

AmericanTCS, recently integrated as part of Ascensus, seeks a qualified professional to perform compliance nondiscrimination testing and Form 5500 reporting for defined contribution plans.

You will analyze census data, perform multiple testing procedures, and ensure plans comply with IRS limits while meeting deadlines. The role supports clients and auditors with accurate reporting and allocations.

Qualifications

• Experience with nondiscrimination testing and Form 5500 reporting for defined contribution plans.
• Strong understanding of IRS limits and plan testing requirements.

Responsibilities

• Analyze census data and complete annual nondiscrimination testing.
• Perform tests: ADP/APC, Top Heavy, Coverage, NCC, GNL, Control Group.
• Ensure participants and plans stay within IRS limits.
• Learn and perform advanced testing (new allocations, average benefit testing).
• Calculate employer allocation projections for existing clients.
• Prepare Form 5500 and supporting documentation, audit packages.
• File Form 8955-SSA, Form 5558, Form 5330 as required.
• Support testing and reporting with internal/external partners.
• Identify issues and recommend corrective actions; log workload data.
• Understand department processes, procedures and standards.

Skills

Nondiscrimination testing

Form 5500 reporting

IRS regulation knowledge

Plan testing

Education

Bachelor's degree in Finance/Accounting

Job description

AmericanTCS, recently integrated as part of Ascensus, seeks a qualified professional to perform compliance nondiscrimination testing and Form 5500 reporting for defined contribution plans.

You will analyze census data, perform multiple testing procedures, and ensure plans comply with IRS limits while meeting deadlines. The role supports clients and auditors with accurate reporting and allocations.