Junior Retirement Compliance Administrator, BCS

• Assist with annual retirement plan administration and compliance services for qualified retirement plans.
• Prepare and support compliance testing, including:
  • ADP/ACP Testing
  • IRC Section 415 Testing
  • IRC Section 414 Testing
  • Coverage Testing
  • Top Heavy Testing
• Analyze participant census data and assist with employer contribution calculations.
• Assist with plan asset reconciliation.
• Review plan documents and amendments to understand plan provisions and ensure accurate administration.
• Prepare Form 5500 filings under the guidance of senior team members.
• Calculate lost earnings for late participant contributions when required.
• Research retirement plan compliance questions and assist in resolving benefit and operational issues.
• Maintain accurate documentation and ensure work is completed timely and in accordance with IRS and ERISA requirements.
• Collaborate with Compliance Administrators and Consultants to support retirement plans across the firm's client base.
• Other duties as assigned.

• Bachelor's degree in Mathematics, Accounting, Finance, Business, or a related field.
• Basic understanding of qualified retirement plans and retirement plan administration.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Ability to learn new software and retirement plan regulations.
• 1-2 years of retirement plan administration, retirement plan compliance, or related experience preferred.
• Experience with retirement plan compliance testing or annual administration preferred.
• Experience using Calc Air (Datair) or similar retirement plan administration software preferred.
• Progress toward or interest in pursuing an ASPPA designation (QKA or other credential) preferred.
• Experience working in a TPA or retirement plan consulting environment preferred.

Demonstrates expertise in retirement plan administration and compliance, including proficiency in compliance testing and documentation. Strong analytical and organizational skills are essential for managing multiple priorities and ensuring adherence to IRS and ERISA requirements.