Job Description:
- Compliance position in the Sponsor Support team that has an advanced understanding of Defined Contribution Plans.
- Understanding of customized plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Annual Employer contributions requirements.
- Calculating employer contributions - employer matching contributions, including safe-harbor match and Lookback Match contributions; profit sharing contributions utilizing pro rata, integrated and straight allocation methods.
- Analyze and reconcile all reporting related to non-discrimination testing & submit to the Compliance & Government Reporting team.
- Work with Compliance & Government Reporting team for any issues that may come up during their testing run.
- Perform other job-related duties and special projects as assigned.
Job Requirements:
- Bachelor’s degree required
- 3+ years working in Defined Contribution plan administration (Third Party Administrator focus preferred).
- 5+ years working in a financial services operations environment
- Prior experience reading and interpreting Plan documents required
- Excellent data analysis and technology skills
- Ability to organize, prioritize, and process multiple issues simultaneously
- Demonstrated analytical / problem solving skills in the financial services industry
- Demonstrated excellence in written and verbal communication
- Time management focused adhering to deadlines and timelines
- ASPAA Certificate preferred but not required