Retirement Plan Compliance Specialist (Hybrid: Onsite/Remote)

Corps Team; United States; Hybrid; USD 52,954 - 55,710; Full time

Job summary

A financial services recruitment agency is looking for a Plan Document Compliance Consultant for a 12+ month contract. Located in Charlotte, NC or Frisco, TX, this hybrid role requires conducting compliance audits for retirement plans and consulting clients on complex regulatory issues. Applicants should have at least 3 years of experience and preferably a university degree. This opportunity offers a dynamic work environment where you can apply your regulatory expertise.

Qualifications

• 3+ years of experience required, 5+ years preferred.
• Thorough knowledge of defined benefit and defined contribution retirement plans.

Responsibilities

• Conduct ongoing audits of retirement plan policies for compliance.
• Oversee responses to client requests for plan document amendments.
• Consult on ERISA, IRS, and SEC laws related to retirement plans.

Skills

Knowledge of ERISA

Fiduciary responsibilities

Non-discrimination testing

Regulatory compliance

Education

University degree preferred

Job description

A financial services recruitment agency is looking for a Plan Document Compliance Consultant for a 12+ month contract. Located in Charlotte, NC or Frisco, TX, this hybrid role requires conducting compliance audits for retirement plans and consulting clients on complex regulatory issues. Applicants should have at least 3 years of experience and preferably a university degree. This opportunity offers a dynamic work environment where you can apply your regulatory expertise.