Remote Plan Compliance Specialist (Retirement Plans

This position is responsible for performing compliance nondiscrimination testing and Form 5500 reporting for our clients’s defined contribution plans. This is required to assure that retirement plans remain qualified, and that contributions and benefits are tested and allocated properly, within regulatory deadlines.

This position will ideally be in the Lexington, KY, or Memphis, TN location. Remote candidates may also be considered.

Duties/Responsibilities:

• Analyzing annual or mid-year census information from clients and completing annual nondiscrimination testing requirements, which may include but are not limited to determining if eligibility provisions have been calculated correctly and calculating and preparing proposals for year-end or true-up employer allocations.
• Performing required testing such as “average deferral percentage/average contribution percentage,” Top Heavy, Coverage, Compensation Nondiscrimination, General Nondiscrimination, and Control Group Determinations.
• Ensuring that neither participants nor client plans exceed IRS and plan limits.
• Having the ability to learn and perform advanced annual nondiscrimination testing, to include but not be limited to new comparability allocations, integrated allocations, and average benefit testing.
• Calculating employer allocation projections for existing clients.
• Preparing Form 5500 and other reporting, which may include (among other things) reconciling plan financial statements, preparing annual audit packages for applicable plans and providing audit support to auditors and clients.
• Preparing other government filings as required such as Form 8955
  
  SSA, Form 5558, and Form 5330.
• Providing support to internal and external partners for compliance testing and reporting.
• Identifying and recognizing any compliance issues that arise from a plan’s testing and reporting process and analyzing and recommending corrective action related to such issues. Logging workload information into database for tracking purposes.
• Possess a strong understanding of department processes, procedures and standards

Salary Range: $65,000 - $75,000 base salary, based on experience, plus eligibility to participate in the company's bonus program.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies, divisions, and brands, including American Trust Custody, American Trust Retirement, American Trust Wealth, American Technology Automation (Pension Pro and Hub+), and Fiduciaryx Change. Together, they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans.

Currently, AmericanTCS has over $695 billion assets and supports over 425K retirement plans.

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

EOE Statement Equal Opportunity Employment

AmericanTCS, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

This position is currently accepting applications.

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