Compliance Analyst 401K

Location: Kingwood, Texas, United States

Company

hirify.global provides scalable HR solutions combining HR services and technology for businesses across the United States.

What you will do

• Review payroll and 401(k) plan data for ERISA non-discrimination and controlled group testing.
• Prepare IRS Form 5500, required schedules, audit packages, and provide support during client plan audits.
• Calculate retirement plan allocations, including profit sharing, top-heavy minimums, employer matching, and annual adjustments.
• Review domestic relations orders and prepare required participant and alternate payee communications.
• Monitor required minimum distributions, employer contributions, and excise tax payments.
• Prepare plan adoption agreements, amendments, compliance documentation, and client communications.

Requirements

• High school diploma or equivalent required; a bachelor's degree in business administration, finance, or a related field is preferred.
• Two to four years of experience in retirement plan administration preferred.
• Knowledge of 401(k) plan administration, non-discrimination testing, and Form 5500 preparation.
• Experience with ASC documents, Form 5500, compliance testing, and OmniPlus or another recognized recordkeeping system.
• Intermediate knowledge of Microsoft Excel and Word; Access knowledge is a plus.
• Strong attention to detail, organizational and prioritization skills, financial balancing and reconciliation abilities, and effective written and verbal communication.

Nice to have

• Bachelor's degree in business administration, finance, or a related field.
• ASPPА or NIPA professional designation, or commitment to pursue one.
• Knowledge of multiple employer plans, the PEO industry, or controlled group rules.
• Microsoft Access knowledge.

Culture & Benefits

• Flexible work arrangements are available for many hirify.global positions.
• Continuous learning, mentorship, and ongoing training programs.
• Paid time off and medical, dental, and vision benefits.
• Health and wellness support and paid volunteer hours.
• Inclusive workplace focused on diversity, belonging, and community involvement.