Compliance Administrator

14 hours, 39 minutes ago
Full-time
Mid Level
Finance and Accounting
Human Interest

Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that aims to simplify retirement savings for small and medium-sized businesses. They offer zero transaction fee plans, financial education, and award-winning customer service to h...

Capital Markets
251-1K
Founded 2015
$337M raised

Description

  • Prepare and review compliance testing results (including ADP/ACP, Deductibility, Top Heavy, 401(a)(4), 402(g), 410(b), and 415) in a fast-paced environment
  • Review and interpret plan documents to determine plan provisions
  • Design and prepare plan documents for new and conversion plans
  • Prepare plan document amendments as needed
  • Calculate annual contributions, including new comparability calculations
  • Review, prepare, and ensure timely filing of Forms 5500, 5330, and 8955-SSA
  • Assist Account Management, implementation, client support, and internal operations teams with compliance questions, problem solving, and customer issues
  • Assist auditors as needed during reviews and examinations
  • Maintain up-to-date knowledge of ERISA and IRS legislation and proposed legislative changes

Requirements

  • 4+ years of progressive retirement plan experience, including at least 1 year with compliance testing and annual IRS reporting requirements
  • Comprehensive understanding of retirement plan documents and plan provisions
  • Knowledge of ERISA and IRS regulations
  • Ability to research solutions and interpret technical literature
  • Excellent spreadsheet skills, strong mathematical aptitude, and problem-solving abilities
  • Strong verbal and written communication skills with the ability to explain complex issues to all levels of an organization
  • Self-starter with a track record or interest in suggesting and implementing process improvements
  • Ability and willingness to work towards an industry designation (e.g., ASPPA, NIPA) within the first 12 months

Benefits

  • Base salary range $65,000 - $80,000 (location-, skills-, and experience-dependent) with possible additional compensation components such as bonuses, commissions, and equity
  • 401(k) plan with dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-tier health, dental, and vision insurance
  • Competitive time off policy and parental leave
  • Access to Addition Wealth financial tools and advisors, plus resources for equity and financial wellness
  • Lyra enhanced mental health support and Carrot fertility and family-forming benefits
  • Candidly student loan resources; monthly work-from-home stipend and quarterly lifestyle stipend

Interested in this position?

Apply directly on the company website

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