Stellar Consulting Solutions, LLC · 3 days ago
Compliance (Retirement) Specialist
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DevOpsInformation Services
Insider Connection @Stellar Consulting Solutions, LLC
Responsibilities
Perform Actual Deferral & Actual Contribution Percentage (ADP & ACP), Coverage Test (410b), Excess Deferral (402g), Compensation (414s), Annual Additions (415), Non – Discrimination (NDT) Tests and Form 5500 Filing for Large & complex Retirement Plans.
Handle High Complex Testing, research, reporting, and Form 5500 filing of retirement plan activities as aligned.
Monitor Compliance Plan Queue ensuring all activities are completed within TAT.
Ensure end to end Plan Testing is completed with 100% quality in the first instance.
Coordinate with other Operations groups to ensure follow-up testing activities in OMNI/Relius are completed within the deadline.
Coordinate with internal departments on application or hardware issues related to daily functions.
Be a Subject Matter Expert (SME) in the assigned group or process.
Qualification
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Required
6-8 year of rich Industry experience primarily in US Retirement Compliance Domain
Hands on experience of research in Relius suite of products
Strong understanding of concepts and terminology of financial services industry, especially in Retirement (DC)
Prior Compliance Testing & Form 5500 filing knowledge, transition experience is essential
Hands-on experience in handling Queue management
Well versed with MS Office applications (Word, Excel & PowerPoint, Teams, etc.)
Masters / bachelor’s degree in accounting, Business Management /Administration or the equivalent combination of education, training, or work experience
In-depth knowledge of retirement services industry practices, regulations, and processes
Understanding of Relius recordkeeping software
Excellent verbal, written and articulation communication skills
Good coordination and collaborative skills to work with different groups to complete assigned responsibilities
Preferred
Previous experience of Relius Administration would be a significant plus
Should be a dependable resource with a willingness to work stretched hours (if required)