Compliance Manager, Retirement Services (Remote, USA)

Location: Remote, USA; ideally based in Lexington, KY, Memphis, TN, or Pittsburgh, PA.

Salary: $60,000–$70,000 annual base salary, based on experience, plus eligibility for the company bonus program.

Company

FiduciaryxChange, by hirify.global, provides fiduciary governance for retirement plans and serves as Named Plan Administrator and Named Fiduciary for client plans.

What you will do

• Respond to plan sponsor and participant questions and assist with account servicing and participant requests.
• Monitor support and team emails, assigned-plan activity, payroll uploads, force-outs, and related confirmations.
• Prepare and maintain recordkeeper access forms, annual validation forms, year-end oversight documents, and plan assessments.
• Review year-end compliance testing and confirm required corrections.
• Provide information for annual 5500 audits, sign 5500s, and assist with SPY RFS for sponsors.
• Manage plan notices and complete annual and interim disclosures, including 404(a)(5) and 408(b)(2) assessments.

Requirements

• At least 2 years of Qualified Plan Experience.
• Bachelor’s degree from an accredited university preferred.
• Strong interpersonal skills and excellent oral and written communication skills.
• Ability to organize, prioritize, and manage multiple tasks within established timeframes.
• Excellent analytical and critical-thinking skills.
• Exceptional proficiency with Microsoft Office Suite and Excel.

Nice to have

• QKA, CPFA, CkP, or AIF certification.
• Familiarity with Microsoft Word and Adobe Acrobat.

Culture & Benefits

• Remote candidates may be considered, with preference for candidates near Lexington, Memphis, or Pittsburgh locations.
• Eligibility to participate in the company’s bonus program.
• Weekly committee meetings to review client retirement plans and ongoing plan operations.