401(k) Compliance Consultant

isolved • Dubuque, IA

5d • Hybrid

About The Position

The 401(k) Compliance Consultant performs annual nondiscrimination testing and Form 5500 reporting for our client's defined contribution plan.

Requirements

• Associates degree or 3yrs experience in retirement industry

Nice To Haves

• QKA designation preferred

Responsibilities

• Calculate benefits
• Research corrective action when errors occur
• Perform ADP/ACP Test, top-heavy, 410(b) Coverage, and 404(a) testing
• Prepare Form 5500SF & 8955SSA
• Draft Plan Amendments

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree