HR Compliance Analyst – Benefits & Retirement / Pension -# 26-26780
About The Position
The HR Compliance Analyst independently manages regulatory compliance for U.S. retirement (defined benefit and defined contribution), VEBA, and Health & Welfare benefit plans. The role prepares and coordinates required regulatory filings and disclosures, including IRS Forms 5500, 1094-B/C, and 1095-B/C, SEC Form 11-K, and state disability filings. It ensures adherence to ERISA and related regulatory requirements, supports audit readiness, mitigates risk, and maintains the completeness and accuracy of filings and plan documentation. The analyst works with third-party administrators, auditors, legal counsel, and internal stakeholders to coordinate submissions and audits. The position monitors regulatory changes, maintains compliance calendars, validates plan data, manages audit findings and remediation, and identifies improvements to compliance processes and reporting. The role has a direct impact on regulatory compliance, audit outcomes, and risk mitigation across multiple benefit plans.
Requirements
- Bachelor’s degree in accounting, finance, or business.
- At least 3 years of experience in accounting and auditing.
- Ability to independently manage and coordinate end-to-end regulatory compliance reporting and required filings.
- Strong analytical, organizational, and problem-solving skills.
- Ability to manage multiple priorities and deadlines with high accuracy.
- Strong understanding of regulatory requirements and risk mitigation.
- Ability to deliver accurate, timely results with attention to detail, collaborate across functions and with external vendors, interpret complex data and regulatory requirements, and implement process improvements.
Nice To Haves
- Experience with public company financial statements.
- Experience in benefits compliance, ERISA, or retirement and health and welfare plans.
- Experience managing or supporting IRS Form 5500 filings.
- Knowledge of U.S. benefits regulations, including ERISA, IRS, DOL, ACA, HIPAA, and COBRA.
- Experience supporting SEC Form 11-K filings.
- Familiarity with ACA reporting, including IRS Forms 1094-B/C and 1095-B/C.
- Experience supporting audits for employee benefit plans.
- Experience with HRIS or benefits platforms such as Workday, SAP, or ADP.
Responsibilities
- Independently manage regulatory compliance for U.S. retirement (DB/DC), VEBA, and Health & Welfare benefit plans.
- Prepare, coordinate, and submit IRS Form 5500 filings, including schedules, across benefit plans.
- Support SEC Form 11-K filings and ensure alignment with financial disclosures.
- Coordinate required IRS Forms 1094-B/C and 1095-B/C, ACA disclosures, and state disability filings.
- Ensure compliance with ERISA, IRS, DOL, ACA, HIPAA, COBRA, FMLA, and state disability regulations.
- Maintain and update Summary Plan Descriptions, ACA Summary of Benefits and Coverage, and required disclosures.
- Monitor regulatory changes and implement updates to policies, processes, and documentation.
- Maintain a compliance calendar tracking regulatory deadlines and deliverables.
- Partner with TPAs, auditors, legal counsel, and internal stakeholders to ensure accurate and timely submissions.
- Support internal and external audits, manage findings and remediation activities, and complete audits before regulated deadlines, including audits of retirement plan financial statements.
- Analyze and validate plan data to ensure integrity across filings and documentation.
- Drive process improvements and compliance reporting metrics.
- Support enterprise compliance with governance processes.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Mid Level
