AmericanTCS · 1 day ago
Compliance Manager, Retirement Services
United States
Full-time
Remote
Entry, Mid Level
$65K/yr - $80K/yr
2+ years exp
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Responsibilities
Respond to plan sponsor and participant questions
Assist in servicing accounts and overseeing participant requests
Assist in monitoring support and team emails
Prepare, maintain, and submit recordkeeper access forms for assigned plans
Payroll uploads for Assigned Plans
Monthly Monitoring for Assigned Plans
Force out monitoring and processing and confirmation
Annual Validation Forms
YE Compliance Testing Review and any necessary correction confirmations
Provide information for annual 5500 audit
Sign 5500 and assist with SPY RFS to sponsors
Prepare Annual Plan Assessments
Prepare year end oversight documents
Complete 404(a)(5) and 408(b)(2) assessments
Provide information for annual 5500 audit
Plan Notice Management
Complete annual and interim notices and disclosures via Plan Notice-Assigned Plans
Qualification
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Required
Bachelor's Degree from an accredited university preferred
2+ years of Qualified Plan Experience
Strong interpersonal skills
Excellent oral and written communication skills
Ability to organize, prioritize, and manage multiple tasks within established timeframe
Excellent analytical and critical thinking skills
Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus
Preferred
Preferred certification(s) QKA, CPFA, CKP, AIF
Benefits
Health
Dental
Vision
Short-term disability
Long-term disability
Life insurance
PTO
401(k) match (after applicable waiting periods)
Company
AmericanTCS
AmericanTCS and its businesses collectively date back almost 40 years and provide industry-leading financial services to the American workforce.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Lenz, AIF®
Chief Sales Officer
Howard Insley
Chief Strategy Officer (CSO)
Company data provided by crunchbase
