Senior Compliance Specialist, 401(k) Plans & Filings

EPIC Retirement Plan Services; Texas; Presencial; USD 71.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) plan with employer matching

Paid time off

Medical and dental coverage

Descripción de la vacante

NBT is seeking a Compliance Specialist III to prepare complex compliance filings and mentor team members. The role focuses on year-end tests, 5500-related filings, and knowledge of varied retirement plans. A strong background in 401(k) administration and related regulations is required.

Candidate will review filings for accuracy, train others, and ensure adherence to company procedures. The position offers robust benefits and opportunities for professional growth within a stable financial

Formación

• Associates degree and 5+ years related experience or equivalent.
• QKA designation required.

Responsabilidades

• Prepare compliance tests and year-end packages with eligibility and contributions determinations.
• Prepare, review, and publish Form 5500, Form 5330, Form 8955-SSA and related regulatory filings.
• Maintain knowledge of moderate to complex plan types (e.g., 403(b), cross-tested plans, DB/cash balance).
• Research and resolve testing and 5500 issues; mentor team members on complex questions.

Conocimientos

Reading documents

Report writing

Independent work

Multi-tasking

Strong math

Educación

Associates degree

QKA designation

Herramientas

Excel

Word

Descripción del empleo

NBT is seeking a Compliance Specialist III to prepare complex compliance filings and mentor team members. The role focuses on year-end tests, 5500-related filings, and knowledge of varied retirement plans. A strong background in 401(k) administration and related regulations is required.

Candidate will review filings for accuracy, train others, and ensure adherence to company procedures. The position offers robust benefits and opportunities for professional growth within a stable financial