Full time
Newport Group
Folsom, CA, USA
We have an excellent opportunity for a Retirement Plan Compliance Analyst. In this role the Compliance Analyst will perform compliance testing, testing review, document support, government forms preparation and review for moderately complex retirement plan. S/he will ensure that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. This also includes reporting on all accounting and financial activity for the plan.
The Retirement Plan Compliance Analyst will prepare all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans as well as perform contribution calculations.
S/he will review legal plan document and all employee data and determine participant eligibility. The Retirement Plan Compliance Analyst will reconcile and/or review all financial activity as well as prepare all required government forms.
Requirements:
Bachelor’s degree in a business related...