ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Spelman College
Atlanta, GA, United States
Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our April 1st and May 6th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is ti
Job Source: Spelman CollegeCps4jobs
Atlanta, GA, United States
We are recruiting for an established Registered Investment Advisory. We invite you to apply if you are interested in this opportunity. We also invite you to apply if you are interested in other Retirement Industry opportunities that CPS, Inc. is recruiting for. CPS, Inc. recruits for full time permanent (not contract) Retirement industry positions.
Job Source: Cps4jobsLincoln Financial Group
Atlanta, GA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retireme
Job Source: Lincoln Financial GroupLincoln Financial Group
Atlanta, GA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retirement Pla
Job Source: Lincoln Financial GroupCPS Inc
Atlanta, GA, United States
Retirement Plan Advisory Sales Consultant Atlanta , GA Posted: 12/19/2023 Industry: Employee Benefits & Retirement Services Job Number: ME23.12.19.2 Pay Rate: $200,000+ Experience: Job Description Position Overview: The Retirement Plan Advisory Sales Consultant position will focus on identifying and developing new business with
Job Source: CPS IncSevita
Atlanta, GA, United States
At Sevita we believe that everyone deserves to live well. For more than 50 years, our team members have provided home and community-based health care for adults, children and their families across the United States. As a member of our corporate team, you'll help shape the work that supports how our business runs, the services we provide, and the re
Job Source: SevitaNavient
Atlanta
**Earnest’s mission is to make higher education accessible and affordable for everyone.** We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low ra
Job Source: NavientQcells USA Corp.
Atlanta, GA, United States
SUMMARY QCELLS, a leading solar hub operator, is proud to offer unparalleled experience in solar panel manufacturing operations and managerial accounting through its Cartersville Operation Team. As a Strategic Planning Analyst, you will play a pivotal role in devising manufacturing plans, developing cost estimates, analyzing profit and loss (includ
Job Source: Qcells USA Corp.Atlanta, GA, United States
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
*We have several openings for this role.*
Section 2: Job Functions, Essential Duties and Responsibilities
Ability to successfully complete and support the work outlined for the Compliance Associate roles
Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
Supports DOL, IRS, and Large plan audits
Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
Is responsible for plan administration, compliance and testing for identified blocks of business
Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
Prepares annual valuation and compliance reports for Clients
Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
Supports and completes assigned quality assurance reviews
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelor's degree preferred
Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred
Experience doing Employer Calculations
Must have experience with 5500's and other relevant documents
Experience with cash basis and/or trust accounting
5 years of prior ERISA experience in the retirement industry preferred
5 years of experience in analysis of financial data required/ testing experience a must
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytical and problem-solving skills
Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
QKA designation preferred but not required
Involvement or work towards associates QPA designation preferred
Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
The national average salary is $70,000 - $100,000, exclusive of any bonuses and benefits.This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit .
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
#J-18808-Ljbffr
Remote Retirement Plan Compliance Analyst jobs in Atlanta, GA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.