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Ameritas · 4 days ago

Lead Plan Compliance Administration Analyst - Retirement Plans

United States

Full-time

Remote

Mid, Senior Level

$65K/yr - $108K/yr

3+ years exp

Ameritas is an insurance, financial services, and employee benefits provider dedicated to fulfilling life. The Lead Plan Compliance Administration Analyst will serve as a subject matter expert for a plan compliance administration team, ensuring that technical administrative services for qualified retirement plans are delivered effectively while also managing team training and workflow improvements.

Financial ServicesInsurance

Responsibilities

Produce weekly and monthly reporting to ensure that goals are being met

Manage difficult and complex plans while working outside of the pooled environment

Provide guidance to resolve escalated issues or concerns

Serve as leader and subject matter expert to team ensuring accuracy, providing service on escalated issues, onboarding, and training of the team

Ensure adherence to regulations, policies, and procedures

Recommend innovative programs or processes to achieve results

Monitor daily operational activity and provide directions to meet service goals

Lead and oversee high profile RP & team projects

Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters

Administer large and complex plans according to plan documents

Calculate employer contributions, including cross-tested plans

Prepare earned income calculations

Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4) and 402(g) and work with clients on corrective measures for failed tests

Prepare and file Forms 5500 and 5330

Provide support for plan audits

Utilize multiple systems to administer plans efficiently and by regulatory deadlines

Guide clients through correction programs such as EPCRS and DFVC

Research plan related compliance matters using available resources

Qualification

Retirement Plans AdministrationCompliance TestingData ManagementExcel SkillsQKA CertificationWork Under DeadlinesCommunication SkillsProblem SolvingAttention to Detail

Required

Bachelor's Degree or equivalent experience required

3-5 years Retirement Plans Administration experience

Ability to manage data and process financial transactions with a high degree of accuracy

Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review

Excellent mathematical and Excel skills

Excellent communication skills

Ability to work under tight deadlines

Attention to detail

Problem solving abilities