Retirement Plans Compliance Analyst
Charlotte NC Charlotte, NC 28211-1120
This is a telecommute position. This position involves conducting non discrimination testing and preparing 5500s. Use ftwilliam software. There is no client contact with this position. ASPPA designations are a plus but are not required.
--Experience conducting non discrimination tests
--Experience preparing 5500s
--Experience using ftwilliam is a plus but is not required
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.