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Retirement Compliance Analyst

Retirement Compliance Analyst

AscensusGreensboro, NC, US
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Job Opportunity

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

Job Summary

Performs compliance testing, document support, government forms preparation and review for moderately complex retirement plans.

Essential Functions

Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

  • Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements
  • Performs reporting on all accounting and financial activity for the plan
  • Prepares all non-discrimination tests and other Compliance related testing on mostly larger and / or moderately complex plans
  • Performs contribution calculations on plans
  • Reviews legal plan documents, all employee data and selects participant eligibility
  • Reconciles and / or reviews all financial activity
  • Prepares all required government forms
  • Adheres to all Newport standard operating procedures and controls
  • Manages multiple tasks effectively by balancing high productivity with excellent service quality
  • Consistently meets and / or exceeds performance expectations with the ability to work under pressure in a very fast paced environment
  • Focuses on learning in everyday activities and events
  • Coordinate with and openly exchange knowledge with colleagues
  • Regular, reliable, and punctual attendance

Required Education, Experience and Certificates, Licenses, Registrations

  • Bachelor's degree in a business related field or industry experience, or a combination of education and industry experience
  • 2+ years of progressive plan experience in third party administration environment
  • Preparing and explaining qualified plan compliance testing and government form filings
  • Strong MS Office skills required

    • Preferred Education or Skills for This Role

  • ASPPA's Retirement Plan Fundamental certificate (RPF-1 & RPF-2 exams)
  • ASC and FT William

    • Competencies

  • Analytical
  • Builds synergetic Relationships
  • Customer Oriented
  • Detail Oriented
  • Verbal and Written Communication skills
  • Planning and Organizing
  • Team Player
  • Problem Solver
  • Time Management
  • Sound Judgment

    • Travel

    Up to 5%

    Other Duties

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or tasks that are required of the employee for this job. Duties, tasks, and activities may change at any time with or without notice.

    Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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    Compliance Analyst • Greensboro, NC, US