Demo

Remote Compliance Specialist II, Retirement

National Benefit Services, LLC
Madison, WI Remote Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/26/2025

Job Description

Job Description

Compliance Specialist II,

Retirement (3-4)

Job Description

Full-time, fully remote position, in retirement benefits administration, expected to work Monday through Friday with a 40 hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

  • All duties identified for Compliance Specialist 1-2 position
  • Complete all required testing for retirement plans
  • Prepare large-plan filer Form 5500s for review and signing
  • Provide support for independent auditor when audit is required
  • Support Plan Sponsors in completing IRS audit requirements
  • Must gain extensive knowledge of retirement plans through successfully completing the QKA-1 and QKA-2 exams within 1 year of accepting this position; maintain QKA designation once obtained
  • Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
  • Perform other duties as assigned by Supervisor or Director

Qualifications

  • Must be professional and articulate in both verbal and written communication
  • Must be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Must have excellent customer service skills
  • Strong understanding of yearend ERISA administration
  • Personable, highly motivated, hardworking and positive attitude
  • Ability to resolve conflict
  • Must be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
  • Should have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
  • Be able to comprehend and interpret IRS and DOL regulations
  • Must work well within a team
  • Educational and Experience - Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.

    Physical Requirements - This position requires the employee to be seated the majority of the work time.

    Note : The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in any way, and are subject to change at the discretion of National Benefit Services, LLC

    Regular Business hours are Monday - Friday from 8 : 00 am to 5 : 00 pm. Salaried employees are expected to be available during regular business hours.

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