Retirement Plan Compliance Specialist

US Tech Solutions; Dallas (TX); Remote; USD 48,216 - 55,104; Full time

Job summary

A leading staffing agency is looking for a Plan Compliance Consultant II to ensure compliance in retirement plans. The ideal candidate will review plan documents, handle amendments, and advise on regulatory matters such as ERISA and Form 5500. This role requires strong experience in retirement plan compliance and the ability to consult on complex regulatory issues. Join a dynamic team where you'll play a pivotal role in ensuring alignment between legal and operational processes.

Qualifications

• Strong experience in retirement plan compliance and regulatory oversight.
• Ability to review and audit retirement plan documents for compliance.

Responsibilities

• Review and audit retirement plan documents to ensure compliance.
• Handle plan amendments and restatements for clients.
• Advise on ERISA, IRS, DOL, SEC regulations and Form 5500 requirements.
• Monitor legislative and regulatory changes impacting retirement plans.
• Ensure alignment between legal plan documents and operational processes.
• Partner with internal teams to resolve compliance gaps.

Skills

Experience with Defined Benefit & Defined Contribution plans

Strong knowledge of ERISA compliance and fiduciary responsibilities

Hands-on exposure to Form 5500 filings, audits, and reporting

Ability to consult on complex compliance matters with clients

Job description

A leading staffing agency is looking for a Plan Compliance Consultant II to ensure compliance in retirement plans. The ideal candidate will review plan documents, handle amendments, and advise on regulatory matters such as ERISA and Form 5500. This role requires strong experience in retirement plan compliance and the ability to consult on complex regulatory issues. Join a dynamic team where you'll play a pivotal role in ensuring alignment between legal and operational processes.