401(k) Compliance Analyst

Working remotely on a full-time basis, the 401(k) Compliance Analyst will independently perform retirement plan compliance testing, employer contribution calculations, and client-data analysis while managing an assigned workload and communicating testing outcomes to stakeholders. Key responsibilities: Conduct annual non-discrimination testing and validate client data for compliance and contribution calculations Research and interpret ERISA, IRS, and DOL requirements, escalating complex issues as necessary Communicate testing results and corrective actions to internal stakeholders and clients while managing departmental reporting and deadlines Required qualifications: Bachelor's degree in Accounting, Finance, Business Administration, or related field Minimum of 2 years of experience in 401(k), retirement plan compliance testing, or related financial services Intermediate knowledge of Microsoft Excel, including Pivot Tables and VLOOKUP Ability to obtain ASPPA Retirement Plan Fundamentals (RPF) I within 6 months of hire 1+ year of client-facing experience in the financial services industry