Retirement Plan Compliance & Testing Specialist

Ascensus; Pittsburgh (Allegheny County); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid-Time-Off

Health Savings Account with employer

401(k) & 529 college savings match

Volunteer and charitable-giving

Business casual dress

Job summary

Ascensus, recently integrated as part of AmericanTCS, seeks a compliance specialist to perform nondiscrimination testing and Form 5500 reporting for defined contribution plans. This role ensures plans remain qualified and allocations are tested and reported on within regulatory deadlines.

Responsibilities include preparing Form 5500 and related filings, assisting with audits, and collaborating with partners to resolve compliance issues, while supporting internal processes and timely data entry.

Qualifications

• Experience performing nondiscrimination testing for defined contribution plans.
• Ability to prepare Form 5500 and related government filings accurately.
• Understanding of IRS and retirement plan regulatory requirements.

Responsibilities

• Analyzing census information and completing annual testing requirements.
• Performing standard tests such as ACP/ADP, Top Heavy, Coverage, and General Nondiscrimination.
• Preparing Form 5500 and audit packages for applicable plans.
• Identifying compliance issues and recommending corrective actions.
• Logging workload information for tracking purposes.

Skills

Nondiscrimination testing

Form 5500 reporting

IRS plan compliance

Data analysis

Project coordination

Job description

Ascensus, recently integrated as part of AmericanTCS, seeks a compliance specialist to perform nondiscrimination testing and Form 5500 reporting for defined contribution plans. This role ensures plans remain qualified and allocations are tested and reported on within regulatory deadlines.

Responsibilities include preparing Form 5500 and related filings, assisting with audits, and collaborating with partners to resolve compliance issues, while supporting internal processes and timely data entry.