Description
The Retirement Plan Compliance Specialist is responsible for ensuring retirement plans comply with DOL and IRS regulations, reviewing trust instruments and benefit plans, advising customers and internal departments on account preparation, record keeping, transaction processing, and account supervision, recommending account changes and applications, and monitoring applicable legislation and regulations. The role requires a bachelor’s degree, a CRSP or ASPPA license, five to eight years of related experience, knowledge of ERISA and investments, extensive Relius experience, and the ability to travel overnight as needed.
