Plan Compliance Administration Analyst - Retirement Plans

Ameritas • Lincoln, NE

6h • Remote

About The Position

The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to annual compliance testing, contribution calculations, and preparation of the Form 5500. This role keeps plans qualified by making sure all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises other departments on plan compliance matters.

Requirements

• Bachelor's Degree required or equivalent combination of education and experience in Retirement Plans.
• 1-3 years retirement plan administration experience required.
• Ability to manage data and process financial transactions with a high degree of accuracy.
• Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review.
• Excellent mathematical and Excel skills required.
• Excellent communication skills required.

Nice To Haves

• Ability to work under tight deadlines and attention to detail are both desired.

Responsibilities

• Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters.
• Administer retirement plans according to plan documents.
• Calculate employer contributions.
• Determine participant eligibility and vesting according to plan document.
• Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), and 402(g) and work with client on corrective measures for failed tests.
• Prepare and file Forms 5500 and 5330.
• Provide support for plan audits.
• Utilize multiple systems to administer plans efficiently and by regulatory deadlines.

Benefits

• A meaningful mission.
• Great benefits.
• A vibrant culture.
• Energizing work challenges.
• Flexible hybrid work options.
• Time for family and community.
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees