Prepare and review compliance testing results (including ADP/ACP, Deductibility, Top Heavy, 401(a)(4), 402(g), 410(b), and 415) in a fast paced environment
Review and interpret plan documents to determine plan provisions
Design and prepare plan documents for new or conversion plans
Prepare plan document amendments as needed
Calculate annual contributions, including new comparability
Review, prepare and ensure timely filing of Forms 5500, 5330 and 8955-SSA
Assist Account Management team with questions, problem solving and resolution regarding Compliance issues
Assist auditors as needed
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law

4+ years of progressive retirement plan experience, including at least 1 year experience with compliance testing and annual IRS reporting requirements, and comprehensive understanding of plan documents
Knowledge of ERISA and IRS regulations
Ability to research solutions and interpret technical literature
Excellent spreadsheet knowledge, mathematical aptitude, and problem solving abilities
Strong communication skills and the ability to explain complex issues to all levels within an organization
Self-starter and passionate about suggesting and implementing process improvements
Ability to work towards Industry designation within first 12 months (ASPPA, NIPA, etc.).

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

Compliance Administrator

Key skills