Retirement Benefits Compliance Tester

BTHR Solutions; United States; Remote; USD 75,000 - 85,000; Full time

Job summary

BTHR Solutions is seeking a fully remote Retirement Benefits Compliance Tester. The role involves ensuring compliance for retirement plans, conducting testing, and supporting audits. Candidates should have 3-5 years of experience in the retirement plan administration industry.

Qualifications

• 3-5 years of hands-on compliance testing experience in retirement plan administration.
• Experience with complex retirement plan compliance testing.

Responsibilities

• Interpret retirement plan provisions for compliance accuracy.
• Perform compliance testing for various Client plans.

Skills

Attention to Detail

Independent Work

Tools

ASC

FT Williams

Datair

Relius

Job description

This range is provided by BTHR Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $85,000.00/yr

Direct message the job poster from BTHR Solutions

Our client, a third party retirement plan administrator, is hiring a fully remote, full-time, permanent Retirement Benefits Compliance Tester who will be responsible for plan administration, compliance and testing for identified blocks of business.

Direct experience conducting compliance testing calculations for complex retirement plans in a TPA environment is required for this role.

Job Responsibilities:

• Interpret retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with all applicable regulations
• Perform compliance testing for Client plans including ADP/ACP, dual-eligibility, cross testing, combo testing, non-discrimination, top-heavy, excluded compensation, etc.
• Support DOL, IRS, and Large plan audits
• Support Plan Consultants in resolving operational and compliance issues related to qualified plans
• Prepare annual valuation and compliance reports for Clients
• Provide detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
• Support and complete assigned quality assurance reviews

Job Qualifications:

• 3-5 years of hands-on compliance testing experience in the third party retirement plan administration industry
• Direct experience with complex aspects of retirement plan compliance testing including cross testing, new comparability method calculations, combo testing, and balance-forward/trust accounting strongly preferred
• Experience with ASC, FT Williams, Datair and/or Relius plan administration software systems preferred
• Strong attention to detail and the ability to work independently, prioritize, manage tasks, and meet in connection with business operations, including related ERISA compliance matters

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Human Resources and Finance

• Industries

  Staffing and Recruiting

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