The Senior Compliance Administrator manages complex retirement plan administration tasks, including compliance testing and Form 5500 preparation. They also provide peer support, handle escalations, and collaborate with internal teams to ensure regulatory adherence.
The Plan Document Manager leads a team of experts to ensure high-quality retirement plan document design and service excellence. This role oversees project management, team development, and cross-functional collaboration to drive operational efficiency and compliance.
The Compliance Audit Specialist monitors and documents compliance requirements to ensure adherence to ERISA, IRS, and Department of Labor regulations. They also maintain centralized tracking tools and coordinate with cross-functional teams to ensure timely execution of audit activities.
The role focuses on providing technical support for retirement plan compliance, including testing and Form 5500 preparation. It involves managing tasks via Salesforce in a queued environment to ensure regulatory adherence and operational integrity.
