License Compliance Intern at Boomi helping customers comply with license agreements. Analyzing business data and supporting compliance audits in a dynamic work environment.
SF
Hybrid 401K Compliance Plan Manager
Posted 5 months ago
About the role
- 401K Compliance Plan Manager providing consultation and client engagement for retirement plan compliance. Leading testing services and educating clients on regulatory matters.
Responsibilities
- Engage with Plan Sponsors to establish relationships
- Provide consultation for Nondiscrimination Testing and Form 5500
- Assist with plan design discussions and implementation reviews
- Lead the testing service team to resolve issues
- Educate clients about their plan’s test results
Requirements
- Bachelor’s Degree or equivalent in Math, Finance, Accounting, Business or related field
- Defined Contribution client service experience
- Excellent oral and written communication skills
- Strong organizational skills
- Ability to research topics independently and deliver solutions to complex issues
- ASPPA credentials (a plus)
Benefits
- Health insurance
- 401K Compliance Plan
- Professional development opportunities
- Flexible working arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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