Retirement Plan Compliance Analyst III

Freddie Mac; Portland (OR); On-site; USD 80,000 - 109,000; Full time

Job summary

A leading financial services company is seeking a retirement plan administrator to ensure compliance with regulations and provide expert advice. This role offers a competitive salary, generous benefits, and opportunities for career advancement within a supportive environment.

Benefits

Annual incentive bonus plan

Rich benefits package including medical, dental, vision

401(k) plan with matching contributions

Generous paid time off

8 volunteer hours annually

Qualifications

• Minimum of 5 years in defined contribution plan administration.
• Experience with Form 5500 preparation.
• In-depth knowledge of ERISA.

Responsibilities

• Conduct research and perform data analysis on retirement plans.
• Provide expert advice on compliance questions.
• Lead training events in retirement plan administration.

Skills

Data Analysis

Compliance Testing

Communication

Education

Bachelor's degree in a related field

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $108,750
- Annual incentive bonus plan
- Rich benefits package including medical, dental, vision, and a 401(k) plan with matching contributions
- Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually
- Opportunities for career growth and advancement
- Supportive and responsive management approach

What to Expect (Job Responsibilities):
- Conduct research and perform data analysis on defined contribution retirement plans to ensure legal compliance
- Communicate effectively with account management to identify changes affecting plan testing and provide potential solutions
- Analyze and resolve complex testing and compliance questions, providing expert advice to management
- Serve as a subject matter expert in retirement plan administration and lead training events
- Review and provide feedback on work completed by co-workers to ensure accurate plan administration

What is Required (Qualifications):
- Minimum of 5 years of experience in defined contribution plan administration, including compliance testing
- Experience with Form 5500 preparation
- In-depth knowledge of the Employee Retirement Income Security Act of 1974 (ERISA)
- Bachelor's degree in a related field or equivalent combination of education and experience
- Ability to work extended hours during peak seasons

How to Stand Out (Preferred Qualifications):
- Pursuit of American Society of Pension Professionals and Actuaries (ASPPA) classes related to the Qualified Pension Administrator (QPA) designation or higher

#FinancialServices #RetirementPlans #ComplianceTesting #CareerGrowth #RemoteWork

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