Retirement Compliance Consultant Jobs

Handles the preparation and mailing of required applicable schedules and/or annual and mid-year compliance tests for an assigned caseload.
Responsibilities
Form 5500 functions:

• Provide communications and auditing packages to auditors and clients according to IRS regulations.
• Prepare forms following set deadlines and quality expectations.
• Analyze and research data to ensure proper completion of Form 5500 and applicable schedules.
• Answer applicable questions from auditors and clients, and assist clients with e-filing of 5500 forms and attachments.

General functions:

• Under applicable guidance, assist clients with 5500 processes and/or compliance testing and overall compliance with the plans.
• Evaluate alternative solutions and consult with other team members/manage for resolution.
• Review plan documents and understand the impact to the functions performed.

Qualifications

• Proficiency using MS Office.
• Analytical skills and attention to detail.
• Ability to prioritize work within assigned caseload.
• Bachelor’s degree in finance or business, or equivalent work experience.

Preferred Qualifications

• Knowledge of 5500 software.
• Proficientcy with Excel

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **
Compensation:
The rate for this position generally ranges between $42,000 - 55,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility:
This position is also typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 6%