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2 дня назад

Compliance Manager (Retirement Services)

60 000 - 70 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Compliance Manager (Retirement Services) (Fiduciary governance and retirement plans): Overseeing qualified retirement plan operations and compliance with plan documents, the Internal Revenue Code, and ERISA with an accent on plan administration, compliance testing, audits, and required notices. Focus on reviewing year-end compliance testing, preparing annual plan assessments and oversight documents, and supporting Form 5500 audits and filings.

Location: Remote within the USA; ideally based in Lexington, Kentucky, Memphis, Tennessee, or Pittsburgh, Pennsylvania.

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 and retirement plan administration services to help participants prepare for retirement.

What you will do

  • Respond to plan sponsor and participant questions and support participant requests.
  • Service assigned retirement plan accounts, monitor support and team emails, and maintain recordkeeper access forms.
  • Handle payroll uploads, monthly monitoring, force-out processing, annual validation forms, and plan notice management.
  • Review year-end compliance testing and confirm any required corrections.
  • Prepare annual plan assessments, year-end oversight documents, and assessments under Sections 404(a)(5) and 408(b)(2).
  • Provide information for annual Form 5500 audits, sign Form 5500s, and assist with sponsor-related filings and requests.

Requirements

  • At least 2 years of qualified retirement plan experience.
  • Bachelor’s degree from an accredited university preferred.
  • Strong interpersonal, oral, and written communication skills.
  • Ability to organize, prioritize, and manage multiple tasks within established timeframes.
  • Excellent analytical and critical-thinking skills.
  • Strong proficiency in Microsoft Office, especially Excel; familiarity with Word and Adobe Acrobat is a plus.

Nice to have

  • QKA, CPFA, CkP, or AIF certification.

Culture & Benefits

  • Remote work may be available for candidates based in the USA.
  • Eligibility to participate in the company’s bonus program.
  • Weekly committee meetings focused on the ongoing oversight of client retirement plans.

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