Sr Retirement Plan Compliance Specialist

This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control.

Location:

The ideal candidate will be located in our Cordova, TN or Lexington, KY office and will work in a hybrid model, 3 days per week in office. (Remote candidates may also be considered)

• Ability to perform or quality review nondiscrimination testing and other compliance related tasks completed by plan compliance team members.
• Participate in staff development of plan compliance team by providing ERISA technical guidance and quality review feedback.
• Expert understanding of qualified plan retirement plan contributions (including New Comparability).
• Perform QDRO reviews for accuracy and completeness and determine the award to alternate payee.
• Review death distributions to determine beneficiary and payout period.
• Update compliance materials, participant forms, letters and distribution packages for law changes/disclosures within recordkeeping software and web access by client.
• Effectively execute resolution to escalated technical issues from clients and/or internal staff.
• Identify and utilize internal and external resources for compliance resolution.
• Provide plan design support for existing and onboarding clients.
• Participate in compliance related projects and other duties as assigned.
• Maintain an expert level knowledge of qualified plan regulations.
• Possess a strong understanding of department processes, procedures and standards.

• College degree or relevant work experience required
• 10+ years of Retirement or Pension experience preferred
• Ability to operate the following: PC, calculator, copy/scan/fax machine, telephone
• Ability to work with the following software:
• Ability to read and interpret plan documents.
• Possess the following skills:
  Ability to work both independently and in a team environment.
• Ability to meet regulatory deadlines as well as team and personal goals.
• Strong problem solving and analytical skills.
• Ability to handle multiple projects and prioritize workload.
• Excellent communication skills, both written and verbal.
• Able to react to change productively.
• Expert knowledge of ERISA, IRS, and DOL regulations.

Salary: $80,000 - $95,000 base salary, based on experience, plus eligibility to participate in company's bonus program.

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. Edge Co Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Applications will be accepted on an ongoing basis.