Compliance Administrator

Human Interest

1d•$65,000 - $80,000

About The Position

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. Social security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium sized businesses to offer employees a path to financial independence through retirement savings. Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right: In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive. As a member of the Customer Success Operations compliance team, you will support our clients’ 401(k) plans by completing compliance testing, preparing annual forms for filing with the IRS and consulting on plan design. You’ll also be involved in the preparation of plan documents, amendments and the review of incoming conversion plan documents. In addition to the technical aspects of the role, you will also interact on a cross-functional basis with several teams, including implementation, client support and internal operations to ensure the best possible experience for the customers.

Requirements

4+ years of progressive retirement plan experience, including at least 1 year experience with compliance testing and annual IRS reporting requirements, and comprehensive understanding of plan documents
Knowledge of ERISA and IRS regulations
Ability to research solutions and interpret technical literature
Excellent spreadsheet knowledge, mathematical aptitude, and problem solving abilities
Strong communication skills and the ability to explain complex issues to all levels within an organization
Self-starter and passionate about suggesting and implementing process improvements
Ability to work towards Industry designation within first 12 months (ASPPA, NIPA, etc.)
Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

Responsibilities

Prepare and review compliance testing results (including ADP/ACP, Deductibility, Top Heavy, 401(a)(4), 402(g), 410(b), and 415) in a fast paced environment
Review and interpret plan documents to determine plan provisions
Design and prepare plan documents for new or conversion plans
Prepare plan document amendments as needed
Calculate annual contributions, including new comparability
Review, prepare and ensure timely filing of Forms 5500, 5330 and 8955-SSA
Assist Account Management team with questions, problem solving and resolution regarding Compliance issues
Assist auditors as needed
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law

Benefits

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
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Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

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