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Company

Transamerica · 8 hours ago

Retirement Compliance Consultant

United States

Full-time

Remote

Mid Level

$40K/yr - $53K/yr

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Financial ServicesImpact Investing

Actively Hiring

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Responsibilities

Analyze and research data to ensure proper completion of Form 5500 and applicable schedules.

Prepare forms following set deadlines and quality expectations.

Provide communications and auditing packages to auditors and clients according to IRS regulations.

Answer applicable questions from auditors and clients, and assist clients with e-filing of 5500 forms and attachments.

Analyze and research census data provided by the client in preparation for compliance testing.

Determine appropriate tests needed per plan based on specific plan provisions.

Perform compliance testing (ADP/ACP, 401(a)(4), 410(b), Benefits, Rights & Features, Top Heavy), calculations of employer match and nonelective contributions, and applicable refunds.

Monitor 402(g) and 415 limits and handle corrective measures.

Resolve plan operational errors discovered during test processes.

Review plan documents and understand the impact to the functions performed.

Under applicable guidance, assist clients with 5500 processes and/or compliance testing and overall compliance with the plans.

Evaluate alternative solutions and consult with other team members/manage for resolution.

Qualification

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IRS Form 5500Compliance testingMS Office proficiencyDegree in financeDegree in businessPrioritize work

Required

Bachelor’s degree in finance or business, or equivalent work experience.

Analytical skills and attention to detail.

Ability to prioritize work within assigned caseload.

Proficiency using MS Office.

Preferred

Knowledge of testing and 5500 software

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

Paid Time Off starting at 160 hours annually for employees in their first year of service.

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

Adoption Assistance

Employee Assistance Program

College Coach Program

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs