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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan compliance testing, including knowledge of ERISA tax law and advanced Excel skills. Capable of leading process improvements and effectively communicating with clients and internal teams.
Highest-signal resume keywords
Retirement Plan Compliance TestingAdvanced Excel SkillsKnowledge of ERISA Tax LawQKA or QKC DesignationFinancial Reconciliation and Data Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Compliance TestingFinancial ReconciliationData AnalysisPlan Document ReviewParticipant Eligibility DeterminationProcess ImprovementTax Law UpdatesTesting RequirementsClient CommunicationTechnical Problem Solving
Soft Skills
CollaborationTrainingCommunicationProblem SolvingReliability
Certifications & Qualifications
QKAQKC
Industry Keywords
Retirement PlansNon-Discrimination TestingTop-Heavy TestingCoverage TestingNew Comparability PlansMultiple Employer PlansIRS ReportingDOL ReportingGovernment Forms FilingControlled Groups
About the role
Key responsibilities & impact- Prepare and review non-discrimination, top-heavy, coverage, 415 annual addition, 401(a)(4), and other compliance tests for complex retirement plans
- Perform complex testing for New Comparability plans, multiple employer plans, and high-profile plans
- Review legal plan documents and employee data to determine participant eligibility
- Coordinate year-end processing issues with Relationship Managers and Client Service Managers
- Assist with client calls
- Lead process improvement projects and incorporate tax law updates
- Assist in training on new processes
- Use technical skills and available tools to solve compliance issues
- Present information and respond to questions from managers, clients, and internal customers
- Collaborate with colleagues and share knowledge
- Maintain tax-qualified plan status by meeting IRS and DOL reporting and testing requirements
- Perform other duties related to department operations
Requirements
What you’ll need- Bachelor’s degree in a business-related field or combination of education and industry experience
- 6+ years of progressive plan experience in a third party administration environment
- Experience preparing, reviewing, and explaining qualified plan compliance testing and government forms filing
- Demonstrated experience with controlled groups, cross testing, catch-up contributions, and other technical topics
- Advanced level of Excel
- Advanced knowledge of retirement plan tax law (ERISA), including Revenue Code sections 401, 401(a)(4), 416, 414(b), 414(c), 414(m), and 414(n)
- Strong mathematical aptitude, specifically detailed financial reconciliation and data analysis
- QKA or QKC designation preferred
- Regular, reliable, and punctual attendance
- Travel up to 5%
Benefits
Comp & perks- Remote work arrangement
- Reasonable accommodations for individuals with disabilities
- Up to 5% travel