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Compliance Analyst
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Compliance Analyst
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Compliance Analyst
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Vercel Corp San Francisco, United StatesVercel · Vercel's Frontend Cloud gives developers the frameworks, workflows, and infrastructure to build a faster, more personalized Web. · View company page · Vercel's Frontend Cloud provides the developer experience and infrastructure to build, scale, and secure a faster, mo ...
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Compliance Analyst
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Parafin Inc San Francisco, United StatesAbout Us:At Parafin, our mission is to grow small businesses.Small businesses are the backbone of our economy, yet banks do not have their back. Parafin is a technology company that builds infrastructure which enables small businesses to get easy access to financial services via ...
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Compliance Analyst
Found in: Lensa US 4 C2 - 2 days ago
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Compliance Analyst
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Security and Compliance Analyst
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Security Compliance Analyst
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Hive San Francisco, United StatesAbout Hive · Hive is the leading provider of cloud-based AI solutions for content understanding, trusted by the world's largest, fastest growing, and most innovative organizations. The company empowers developers with a portfolio of best-in-class, pre-trained AI models, serving b ...
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Regulatory Compliance Analyst
Found in: Lensa US 4 C2 - 4 days ago
Dodge & Cox San Francisco, United StatesDodge & Cox is seeking to hire a Regulatory Compliance Analyst. The successful candidate will be required to perform a wide range of compliance functions that may include, but are not limited to: · Assist in the administration of the Code of Ethics · Assist with the ongoing adm ...
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Regulatory Compliance Analyst
Found in: Lensa US 4 C2 - 2 days ago
Dodge & Cox San Francisco, United StatesDodge & Cox is seeking to hire a Regulatory Compliance Analyst. The successful candidate will be required to perform a wide range of compliance functions that may include, but are not limited to:Assist in the administration of the Code of EthicsAssist with the ongoing administrat ...
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Investment Compliance Analyst
Found in: Lensa US 4 C2 - 4 days ago
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Fraud Compliance Analyst
Found in: Lensa US 4 C2 - 4 days ago
US Tech Solutions San Francisco, United StatesDuration: 06 Months Contract · Location: San Francisco, CA/Remote · Duties : · The Global Complaints team is divided into three units, namely Consumer Complaints, Regulatory Complaints and Litigation Support. Each unit is made up of L2 complaints analysts responsible for product ...
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Fraud Compliance Analyst
Found in: Lensa US 4 C2 - 3 days ago
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Clinical Senior Compliance Analyst
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Clinical Senior Compliance Analyst
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IACUP Research and Compliance Analyst
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Senior Security Compliance Analyst
Found in: Jooble US O C2 - 1 day ago
Postman, Inc. San Francisco, CA, United StatesSenior Security Compliance Analyst - San Francisco · Postman is the world's leading collaboration platform for API development. Postman's features simplify each step of building an API & streamline collaboration to help create better APIs—faster. More than30 million developers & ...
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Senior Security Compliance Analyst
Found in: Jooble US O C2 - 1 day ago
Postman San Francisco, CA, United StatesPostman is the world's leading collaboration platform for API development. Postman's features simplify each step of building an API & streamline collaboration to help create better APIs—faster. More than 30 million developers & 500,000 organizations worldwide use Postman today, a ...
Remote Retirement Plan Compliance Analyst - San Francisco, United States - Ascensus
Description
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.FuturePlan delivers the best of both worlds:
high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus.
Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast.
The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams.
Learn more atSection 1:
Position Summary
Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
HYBRID:
Dresher, PA and Baxter, MN locations preferably.
REMOTE:
available for job posted states.
Section 2:
Job Functions, Essential Duties and Responsibilities
Ability to successfully complete and support the work outlined for the Compliance Associate roles
Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
Supports DOL, IRS, and Large plan audits
Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
Is responsible for plan administration, compliance and testing for identified blocks of business
Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
Prepares annual valuation and compliance reports for Clients
Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
Supports and completes assigned quality assurance reviews
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Supervision
N/A
Section 3:
Experience, Skills, Knowledge Requirements
Bachelor's degree preferred
Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred
Experience doing Employer Calculations
Must have experience with 5500's and other relevant documents
Experience with cash basis and/or trust accounting
5 years of prior ERISA experience in the retirement industry preferred
5 years of experience in analysis of financial data required/ testing experience a must
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytical and problem-solving skills
Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
QKA designation preferred but not required
Involvement or work towards associates QPA designation preferred
Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
The national average salary is $70,000 - $100,000, exclusive of any bonuses and benefits.
This salary range represents the low and high end for this position.
Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment.
We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.
Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from
or
email addresses. We will never ask you for payment or require you to purchase any equipment.
If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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