Compliance QC Specialist
Skills
Agility TrainingBenefits AnalysisCompliance AuditingDOLDocument DraftingOptimizationRestatements
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 10+ years of 401(k) experience with complex technical compliance
- Strong working knowledge of IRS and DOL rules for qualified retirement plans
- Ability to interpret complex plan documents and related materials accurately
- Experience drafting pre-approved and custom plan documents using web-based vendor platforms
- Experience with legislative restatements and IRS deadline-driven updates
- Experience with SCP and VCP under EPCRS preferred
- Bachelor's degree or equivalent experience
Nice to have
- Process-focused
- Self-starter
- Meticulous
- Organized
- Detail-oriented
- Continuous learner
Day to day
- Audit benefit analyses plan documents and system setups to ensure accuracy and compliance before launch.
- Research conversion plan documents to identify protected benefit issues and mitigate risks under IRC Section 411(d)(6).
- Partner with internal teams to resolve compliance questions track workflow status and keep high-priority tasks moving within strict SLAs.
Hiring process
- Apply via careers page on Greenhouse
