Manulife · 5 hours ago
Compliance Analyst
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Responsibilities
Understanding of customized plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Annual Employer contributions requirements.
Calculating complex employer matching contributions such as Annual Match, Lookback Match, and Profit-Sharing contributions utilizing pro rata, integrated and straight allocation methods.
Analyze and reconcile all reporting related to non-discrimination testing & submit to the Compliance & Government Reporting team.
Work with Compliance & Government Reporting team for any issues that may come up during their testing run.
Perform other job-related duties and special projects as assigned.
Qualification
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Required
Bachelor’s degree required.
5-7+ years working in a financial services operation’s environment.
5+ years working in Defined Contribution plan administration (Third Party Administrator focus preferred).
Prior experience reading and interpreting 401k Retirement Plan Documents required.
Excellent data analysis and technology skills.
Ability to organize, prioritize, and process multiple issues simultaneously.
Demonstrated analytical / problem solving skills in the financial services industry.
Demonstrated excellence in written and verbal communication.
Time management focused adhering to deadlines and timelines.
Preferred
ASPAA Certificate preferred.
Benefits
Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
The full range of statutory leaves of absence
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
Funding
Current Stage
Public CompanyTotal Funding
$2.31B2024-06-11Post Ipo Debt· $363.06M
2023-03-07Post Ipo Debt· $1.2B
2022-03-14Post Ipo Debt· $750M
Recent News
2024-11-21
2024-11-21
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