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Ameritas - Lead Plan Compliance Administration Analyst - Retirement Plans
The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.
What you do
-Produce weekly and monthly reporting to ensure that goals are being met.
-Manage difficult and complex plans while working outside of the pooled environment.
-Provide guidance to resolve escalated issues or concerns.
-Serve as leader and subject matter expert to team ensuring accuracy, providing service on escalated issues, onboarding, and training of the team.
-Ensure adherence to regulations, policies, and procedures.
-Recommend innovative programs or processes to achieve results.
-Monitor daily operational activity and provide directions to meet service goals.
-Lead and oversee high profile RP & team projects.
-Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters.
-Administer large and complex plans according to plan documents.
-Calculate employer contributions, including cross-tested plans.
-Prepare earned income calculations.
-Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4) and 402(g) and work with clients on corrective measures for failed tests.
-Prepare and file Forms 5500 and 5330.
-Provide support for plan audits.
-Utilize multiple systems to administer plans efficiently and by regulatory deadlines.
-Guide clients through correction programs such as EPCRS and DFVC.
-Research plan related compliance matters using available resources.
What you bring
-Bachelor's Degree or equivalent experience required
-3-5 years Retirement Plans Administration experience
-Ability to manage data and process financial transactions with a high degree of accuracy
-Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review
-Excellent mathematical and Excel skills
-Excellent communication skills
-Ability to work under tight deadlines
-Attention to detail
-Problem solving abilities
-QKA or equivalent designation preferred