Senior Retirement Plan Compliance Lead - Remote

Pentegra Services, Inc.; Idaho; Remote; USD 75,000 - 95,000; Full time

Job summary

Pentegra Services, Inc. is seeking a Senior Compliance Specialist to maintain and elevate quality standards across compliance deliverables.

You will perform quality control reviews, identify training opportunities, and support Account Managers on complex compliance matters to ensure timely, accurate client service. The role reports to the Compliance Manager, is exempt, and offers remote work in the United States.

Qualifications

• 8+ years of retirement plan compliance experience.
• Strong knowledge of IRS and DOL deadlines.
• Proficiency in Microsoft Office, especially Excel.

Responsibilities

• Perform quality control reviews of plan valuations, contribution calculations, and compliance testing for defined contribution plans.
• Maintain and analyze QC results to identify trends, training needs, and process gaps.
• Provide technical compliance guidance and support to Account Managers on plan compliance questions and issue resolution.
• Escalate matters to the Legal team when appropriate and partner with internal stakeholders to support timely resolution.
• Deliver compliance training to support professional development, consistent standards, and ongoing improvement across the team.
• Support clients on compliance-related matters as needed, reinforcing timely, accurate, and professional service.
• Recommend process improvements that enhance efficiency, accuracy, quality, and client service.
• Perform other duties and responsibilities as assigned by management.

Skills

Time management

Analytical thinking

Communication

Problem solving

Teamwork

Regulatory knowledge

Education

College degree in math, accounting, or finance

Tools

Microsoft Office

Excel

Job description

Pentegra Services, Inc. is seeking a Senior Compliance Specialist to maintain and elevate quality standards across compliance deliverables.

You will perform quality control reviews, identify training opportunities, and support Account Managers on complex compliance matters to ensure timely, accurate client service. The role reports to the Compliance Manager, is exempt, and offers remote work in the United States.