RetirementPlanComplianceAnalyst,(RPA)

## Accountabilities Manage full-cycle administration for a portfolio of 401(k), profit-sharing, and cross-tested retirement plans. Perform compliance testing, including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) testing requirements. Coordinate year-end plan valuations and interpret plan documents to ensure regulatory compliance. Process participant transactions such as loans, hardship withdrawals, distributions, and related plan activities. Prepare and file required government and IRS forms, including Forms 5500, 8955, and 5330. Reconcile plan assets and perform trust accounting activities to ensure data accuracy. Import, manage, and validate participant and census data within administration systems. Evaluate and recommend plan design enhancements to support compliance and client objectives. Serve as a primary point of contact for clients, providing guidance on plan administration matters with professionalism and clarity. Utilize internal technology and process improvement initiatives to enhance operational efficiency and service quality. Requirements: Bachelor's degree in Business, Finance, Mathematics, Accounting, or a related field. 3–5+ years of retirement plan administration experience, preferably within a Third-Party Administrator (TPA) environment. Strong expertise in defined contribution plan administration and compliance testing. Solid understanding of ERISA regulations and retirement plan compliance requirements. Experience preparing government filings and regulatory documentation. Proficiency with retirement plan administration software; experience with Relius is preferred. Strong analytical, mathematical, and problem-solving skills. Excellent organizational and project management abilities with strong attention to detail. Effective verbal and written communication skills with a client-focused mindset. Ability to work independently and successfully manage priorities in a remote work environment. ASPPA credentials, or progress toward certification, ar