Securing Financial Futures, From Hire Through Retire
Retirement Plan Compliance Analyst
Location
Virginia
Posted
7 days ago
Salary
$80K - $90K / year
Seniority
Senior
Job Description
Retirement Plan Compliance Analyst
Strongpoint Partners
• Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans. • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4). • Coordinate year-end valuations and interpret plan documents. • Process participant transactions such as loans, hardships, and distributions. • Prepare and file IRS/government forms including 5500, 8955, and 5330. • Reconcile plan assets and complete trust accounting tasks. • Import and manage census and participant data. • Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction. • Communicate with clients on plan administration issues with clarity and professionalism. • Leverage internal systems and technology to streamline processes and improve accuracy.
Job Requirements
- Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
- 3-5+ years of experience in retirement plan administration, preferably in a TPA environment.
- Deep understanding of regulatory compliance and testing standards.
- Knowledge of ERISA regulations.
- Proficient in Relius software, (preferred).
- Detail-oriented with solid math/accounting skills.
- Able to thrive in a fast-paced, remote work environment.
- ASPPA credentials (or in progress) strongly preferred.
- Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
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