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Compliance Analyst

2 months ago

Erie, United States Definiti Full time

Job Type

Full-time

Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.

PURPOSE OF POSITION

The Compliance Analyst is a non-client facing position that is responsible for performing compliance testing, contribution calculations, and Form 5500 reporting for assigned clients.

PRIMARY DUTIES AND RESPONSIBILITIES

  • Perform annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Plan Limits, Top Heavy, etc.)
  • Ensure compliance with DOL and IRS requirements
  • Ability to accurately interpret and apply plan document provisions
  • Preparation and filing of Form 5500 and related schedules
  • Prepare employer plan contribution calculations using all types of allocation methods
  • Prepare annual valuation and compliance reports for Clients
  • Required Minimum Distribution (RMD) determination and calculations
  • Have a working knowledge of custodian websites and processes
  • Preparation of custodian correction/update forms, as needed
  • Review of Retirement Plan Associate/Retirement Plan Consultant work within team environment
  • Support the retirement plan implementation, conversion, deconversion and termination processes
  • Represent the company on client calls and in client meetings, as needed
Requirements

COMPETENCIES REQUIRED
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Proficient with numbers and basic calculations
  • Solutions oriented
  • Ability to work independently and as part of a team in a fast-paced environment
EDUCATION AND QUALIFICATIONS
  • High School diploma or GED required
  • Bachelor's degree in accounting, Finance or related field preferred: equivalent experience may be considered in lieu of degree
  • Minimum 2 years of experience in a financial services operations environment in retirement industry required
  • Experienced with ASC software required
  • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent required
  • Understand plan documents (Basic Plan Document, Adoption Agreement, Summary Plan Description (SPD), Amendments, Summary of Material Modifications (SMM) and annual notices) required
  • Understand the annual lifecycle of plan (data collection, eligibility, compliance testing, trust accounting and Form 5500 preparation and filing) required
  • Proficiency with Microsoft Office applications
REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

•A virtual-first work philosophy

•401(k) with up to 4% match

•Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays

•Paid Parental Leave

•A variety of medical, dental and vision plan options including Definiti subsidized premiums

•Company-paid life insurance and short-term disability insurance

•Bonus plan eligibility