Retirement Administration Compliance Analyst 3

Principal Duties & Responsibilities:

70% Perform quality review for co-workers for non-discrimination testing, contribution allocations and government filings for defined contribution retirement plans to ensure accuracy and customer satisfaction and provide feedback to support continuous learning for co-workers. Serve as a mentor to other analysts with their plan consulting and assist in creating recommendations for improving the testing/client experience.

15% Serve as a subject matter expert in complex topics relating to retirement plan administration and participate in or lead training events, carry out major assignments and provide feedback to influence future trainings related to short term and long-term business objectives. Participate in or lead process improvement work each year.

5% Act as an expert resource for defined contribution procedures and pension regulations. Review, analyze and evaluate plan documents and amendments for completeness, accuracy and conformation to systems and administrative requirements. Complete or communicate to management changes necessary to systems in accordance with this review.

5% Research and perform data analysis regarding various aspects of retirement plans by reviewing and interpreting plan financial and census data, plan documents, ERISA guidance and regulations, in order to monitor and ensure legal compliance of plans, respond to questions from customer plan representatives, sales consultants and co-workers regarding various aspects of day-to-day plan administration, perform annual non-discrimination testing for complex plans, prepare annual government filings and respond to auditor questions regarding plan compliance.

5% Communicate with account management clearly and concisely to identify and describe changes and that affect the plans testing and provide potential solutions. Provide research and analytical support to account management in responding to auditor questions during audit season.

Knowledge, Skills, and Abilities:

1. Use critical thinking and analysis to cull information from multiple sources including financial statements and participant census data. Read, review, and analyze data for accuracy and prepare plans for compliance testing, as well as complex contribution allocations/validations and Form 5500 preparation.

Job Specifications:
1. Required education: Bachelor's degree in related field; or the equivalent combination of education and/or relevant experience
2. Required experience: 6 or more years' experience in defined contribution plan administration responsibilities, including allocation completion, document interpretation, asset reconciliation, and customer contact.
3. Required professional licensure or certification: Pursue American Society of Pension professionals and Actuaries (ASPPA) classes related to the Qualified Pension Administrator (QPA) designation or higher with the goal of continuous learning and building knowledge.
4. Preferred professional licensure or certification:
5. Other: Advanced knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and the impacts on employee benefit plans. Ability to work extended hours during any peak season.

Benefits:
Paid sick leave, Medical/Dental (optional), 401 (k) Retirement Plan (optional), Employer Paid Life Insurance, Employer Paid Short Term Disability, Optional Life Insurance.

ELYON International, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.