Summary from listing
The IW Plan Compliance Associate manages compliance services for low- to moderately complex qualified retirement plans, including annual compliance activities, participant eligibility, compensation and contribution reviews, nondiscrimination and allocation testing, Form 5500 filings, audit support, regulatory compliance, and corrective actions. The role serves as a primary client contact, works independently with limited supervision, mentors analysts, and contributes to process improvements. A bachelor’s degree in business, accounting, finance, or a related field plus 2–4 years of relevant retirement plan administration, compliance, trust, accounting, or related experience is normally required, or an equivalent combination of education and experience.
