πWorldwide
Compliance Administrator
closed
Guideline
π΅ $82k-$110k
πRemote - United States
Summary
Join our team and be a part of transforming the retirement industry with more transparency, seamless technology integrations, accessibility, and affordability. We are looking for a motivated individual to support clients through the annual compliance cycle and improve our highly automated annual compliance program.
Requirements
- Bachelor degree
- 6-10 years of experience performing annual compliance testing (410(b) coverage, ADP/ACP, 415, Top Heavy) and preparation of Forms 5500, 5330 and 8955-SSA
- Has working knowledge of the complexities of mergers and acquisitions as they relate to testing and Form 5500 preparation. Comfortable with client contact
- Demonstrated ability to solve problems creatively with an eye toward, and a passion for, process improvement
- Able to spot opportunities for product or process automation
- Team player who collaborates well with people from different functions with different perspectives
- An exceptional verbal and oral communicator, comfortable collaborating on cross-functional projects
- Ability to quickly learn and adapt to new programs and tools
- Technological savviness. Prior experience with Salesforce, Jira and Confluence or similar technologies
Responsibilities
- Resolve data discrepancies for assigned caseload of plans to unblock Form 5500 filing automation, including reconciling conversion plan assets when needed
- Accountable to ensure all regulatory deadlines are met for assigned caseload while also embracing a one team approach and contributing to overall team success
- Support customers and plan auditors for our largest plans via email and phone
- Consistently meet SLAs such as average ticket volume, CSAT, TRES and TFIR
- Investigate complex problems and find creative solutions involving Form 5500 series, 5330 and 8955-SSA
- Recommend solutions for continuous improvement for filings and annual plan compliance workflows, product and business systems
- Continuously look for ways to scale efficiently
- Partner effectively with cross-functional teams to solve problems
- Work with Product & Engineering teams to identify opportunities for product enhancement
- Seek guidance from the Legal & Compliance team to ensure solutions are compliant with 401(k) regulations
- Collaborate with Customer Relationship Management team to address inbound questions and provide proactive communications to customers
Benefits
- Flexible time off in addition to company holidays β We observe the NYSE Holiday Calendar
- 401(k) with matching contributions β We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
- 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
- Opt-out credit if all three plans are waived
- Eligibility to participate in Health Savings Account and Flexible Spending Accounts
- Disability and life insurance options
- Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
- Paid parental leave for birthing and non-birthing parents
- 1 - month Sabbatical after 5 years of employment
- Annual learning and development stipend β We reimburse approved professional development expenses, up to $750 per employee per year
This job is filled or no longer available
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