Fidelity

Finance / FinServ

401kComplianceRegulatoryNDTAdvisor

Covington, Kentucky, United States FULL TIME
The Brief

“401k Compliance Regulatory NDT Advisor at Fidelity. Skills: Defined Contribution, nondiscrimination testing, plan design, regulatory compliance. Navigate complex regulatory matters. Navigate testing matters”

Industry & Context.

Finance / FinServ
Problems you'll solve

quickly assess plan design implications

What They're Looking For.

Must Have

Bachelor's Degree Required, 5+ years of Defined Contribution client service experience

Nice to Have

ASPPA credentials preferred (QKA, QPA)

What You'll Do.

Navigate complex regulatory matters

Navigate testing matters

Navigate plan design matters

Support internal teams

Handle regulatory issues

Maintain testing caseload

Support production activities

Assess impact of regulatory changes

How You'll Work.

Team & Collaboration

Collaborate with Plan Sponsors; Collaborate with legal counsel; Collaborate with advisors; Collaborate with internal business partners

Communication Scope

Explain complex regulatory topics clearly and effectively

Free ATS check

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