Plan Operation Compliance Consultant

Pentegra Services, Inc.

3h

About The Position

Responsible for elevating / maintaining high quality standards for compliance and client service through our deliverables

Requirements

• Maintain high level of regulatory & plan document knowledge 
• Strong time management skills
• Ability to prioritize workflow and ensure duties are completed by IRS and DOL deadlines in addition to internal deadlines set
• Good communication skills and able to interact with internal staff 
• Able to work well under stress created by time deadlines, workflow volume changes and fast paced work environment
• Ability to recommend process improvements to increase efficiency
• Commitment to teamwork and professional development
• Proficient in Microsoft office with strong excel skills
• Minimum 8 years of retirement plan compliance experience

Nice To Haves

• Working knowledge of Relius and FT Williams a plus 
• ASPPA designation preferred
• College degree in a Math, Accounting, or Finance discipline preferred
• Knowledge of Salesforce a plus

Responsibilities

• Oversee and maintain the overall compliance administration standards
• Perform Quality Control reviews of plan valuations, contribution calculations and compliance testing on DC plans
• Maintain system of Quality Control Results – provide feedback on  1. Areas where overall compliance training is needed 2. Areas where processes/procedures need modifications 3. Individual training needs  4. Quality Control methods, capacity and turnaround times
• Provides assistance to Account Managers on plan compliance issues 
• Escalate to Legal Team when necessary to provide resolution on issues
• Provide compliance training to maintain and elevate our professional standard
• Provide client support on compliance matters as needed
• Performs other duties and responsibilities as assigned by Management

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level