The Standard
Retirement Plan Compliance Analyst III
The Standard, Portland, Oregon, United States, 97204
Employer Industry:
Financial ServicesWhy consider this job opportunity:Salary up to $106,500Annual incentive bonus planComprehensive benefits package including medical, dental, and visionGenerous paid time off with 164 hours accrued annually, plus 11 paid holidays and 2 wellness daysOpportunities for career growth and advancement within the organizationEmployee giving program that double matches donations to eligible nonprofits and schoolsWhat to Expect (Job Responsibilities):Conduct research and perform data analysis on defined contribution retirement plans to ensure legal complianceCommunicate effectively with account management to identify changes affecting plan testing and provide potential solutionsResolve complex testing and compliance questions, advising management on creative problem resolutionServe as a subject matter expert in retirement plan administration and lead training eventsReview and analyze plan documents for accuracy and compliance with regulationsWhat is Required (Qualifications):Minimum of 5 years of experience in defined contribution plan administrationHands-on experience with compliance/non-discrimination testing of retirement plansPrevious experience with Form 5500 preparationIn-depth knowledge of the Employee Retirement Income Security Act of 1974 (ERISA)Bachelor's degree in a related field or equivalent combination of education and experienceHow to Stand Out (Preferred Qualifications):Pursuing classes related to the Qualified Pension Administrator (QPA) designation or higherAbility to work extended hours during peak seasons
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Financial ServicesWhy consider this job opportunity:Salary up to $106,500Annual incentive bonus planComprehensive benefits package including medical, dental, and visionGenerous paid time off with 164 hours accrued annually, plus 11 paid holidays and 2 wellness daysOpportunities for career growth and advancement within the organizationEmployee giving program that double matches donations to eligible nonprofits and schoolsWhat to Expect (Job Responsibilities):Conduct research and perform data analysis on defined contribution retirement plans to ensure legal complianceCommunicate effectively with account management to identify changes affecting plan testing and provide potential solutionsResolve complex testing and compliance questions, advising management on creative problem resolutionServe as a subject matter expert in retirement plan administration and lead training eventsReview and analyze plan documents for accuracy and compliance with regulationsWhat is Required (Qualifications):Minimum of 5 years of experience in defined contribution plan administrationHands-on experience with compliance/non-discrimination testing of retirement plansPrevious experience with Form 5500 preparationIn-depth knowledge of the Employee Retirement Income Security Act of 1974 (ERISA)Bachelor's degree in a related field or equivalent combination of education and experienceHow to Stand Out (Preferred Qualifications):Pursuing classes related to the Qualified Pension Administrator (QPA) designation or higherAbility to work extended hours during peak seasons
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