[Hiring] Plan Compliance Administration Analyst @Ameritas

Role Description

The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to:

• Annual compliance testing
• Contribution calculations
• Preparation of the Form 5500

This role keeps plans qualified by ensuring 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.

This position is remote (within the U.S.A.) and does not require regular in-office presence.

Qualifications

• 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
• Excellent mathematical and Excel skills required
• Excellent communication skills required
• Ability to work under tight deadlines and attention to detail are both desired

Requirements

• 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

Ameritas offers a range of benefits:

• For your money:
  • 401(k) Retirement Plan with company match and quarterly contribution
  • Tuition Reimbursement and Assistance
  • Incentive Program Bonuses
  • Competitive Pay
• For your time:
  • Flexible Hybrid work
  • Thrive Days - Personal time off
  • Paid time off (PTO)
• For your health and well-being:
  • Health Benefits: Medical, Dental, Vision
  • Health Savings Account (HSA) with employer contribution
  • Well-being programs with financial rewards
  • Employee assistance program (EAP)
• For your professional growth:
  • Professional development programs
  • Leadership development programs
  • Employee resource groups
  • StrengthsFinder Program
• For your community:
  • Matching donations program
  • Paid volunteer time– 8 hours per month
• For your family:
  • Generous paid maternity leave and paternity leave
  • Fertility, surrogacy, and adoption assistance
  • Backup child, elder and pet care support

Company Description

Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life, meaning helping all kinds of people, at every age and stage, get more out of life.

Ameritas has a reputation as a company that cares, and we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer.

This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.