Offer summary
Qualifications:
Bachelor’s degree preferred, Minimum 5 years of hands-on retirement plan testing experience, Experience with cash basis and/or trust accounting, Strong analytical and problem-solving skills, QKA designation preferred but not required.
Key responsabilities:
- Ensure accuracy and compliance with regulations
- Support DOL, IRS, and Large plan audits
- Resolve operational and compliance issues
- Prepare annual valuation and compliance reports
- Protect confidential data and support quality assurance reviews