Retirement Compliance Consultant
Company: VirtualVocations
Location: Washington
Posted on: January 24, 2025
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Job Description:
A company is looking for a Retirement Compliance Consultant to
handle IRS Form 5500 preparation and compliance testing.
Key Responsibilities
Prepare and analyze IRS Form 5500 and applicable schedules for
assigned caseloads
Conduct compliance testing and resolve operational errors based on
plan provisions
Assist clients with e-filing and provide necessary documentation to
auditors
Required Qualifications
Bachelor's degree in finance or business, or equivalent work
experience
Proficiency using MS Office
Ability to prioritize work within assigned caseload
Analytical skills
Knowledge of testing and 5500 software is preferred
Keywords: VirtualVocations, Columbia , Retirement Compliance Consultant, Professions , Washington, Maryland
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