Retirement Plan Compliance Analyst, (RPA)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Plan Compliance Analyst (RPA) based in the United States.

This is an excellent opportunity for a retirement plan professional to take ownership of a diverse portfolio of defined contribution plans while working in a fully remote environment. The role focuses on end-to-end retirement plan administration, compliance testing, regulatory reporting, and client support. You will play a critical role in helping organizations maintain compliant and effective retirement programs while delivering exceptional service to clients. Working within a collaborative and technology-enabled environment, you will leverage industry expertise and specialized tools to streamline plan administration processes. This position is ideal for a detail-oriented professional who enjoys solving complex compliance challenges, managing multiple priorities, and building trusted client relationships. It offers the chance to contribute to a growing organization that values accuracy, innovation, and professional development.

Accountabilities:

• Manage full-cycle administration for a portfolio of 401(k), profit-sharing, and cross-tested retirement plans.
• Perform compliance testing, including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) testing requirements.
• Coordinate year-end plan valuations and interpret plan documents to ensure regulatory compliance.
• Process participant transactions such as loans, hardship withdrawals, distributions, and related plan activities.
• Prepare and file required government and IRS forms, including Forms 5500, 8955, and 5330.
• Reconcile plan assets and perform trust accounting activities to ensure data accuracy.
• Import, manage, and validate participant and census data within administration systems.
• Evaluate and recommend plan design enhancements to support compliance and client objectives.
• Serve as a primary point of contact for clients, providing guidance on plan administration matters with professionalism and clarity.
• Utilize internal technology and process improvement initiatives to enhance operational efficiency and service quality.

Requirements:

• Bachelor's degree in Business, Finance, Mathematics, Accounting, or a related field.
• 3–5+ years of retirement plan administration experience, preferably within a Third-Party Administrator (TPA) environment.
• Strong expertise in defined contribution plan administration and compliance testing.
• Solid understanding of ERISA regulations and retirement plan compliance requirements.
• Experience preparing government filings and regulatory documentation.
• Proficiency with retirement plan administration software; experience with Relius is preferred.
• Strong analytical, mathematical, and problem-solving skills.
• Excellent organizational and project management abilities with strong attention to detail.
• Effective verbal and written communication skills with a client-focused mindset.
• Ability to work independently and successfully manage priorities in a remote work environment.
• ASPPA credentials, or progress toward certification, are strongly preferred.
• Proficiency with Microsoft Office 365, including Excel, Word, and Outlook.

Benefits:

• Competitive annual salary ranging from $80,000 to $90,000.
• Fully remote work opportunity available anywhere within the United States.
• Flexible work environment with strong work-life balance support.
• Comprehensive medical, dental, vision, life, and disability insurance coverage.
• Competitive paid time off programs, including flexible PTO options.
• Professional development and career growth opportunities.
• Inclusive, collaborative, and employee-focused workplace culture.
• Access to incentive and bonus programs where applicable.
• Opportunity to work with industry-leading retirement plan professionals and technology-enabled solutions.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1

401(k) Plan, Retirement Plan, Profit Sharing, Paid Time Off, Disability Insurance, Professional Development, Remote Work, Flexible Working