Retirement Compliance Consultant

Company: VirtualVocations
Location: Vista
Posted on: May 22, 2025

Job Description:

A company is looking for a Retirement Compliance Consultant.
Key Responsibilities

Prepare and mail IRS Form 5500 and related compliance tests for assigned caseload
Analyze data for compliance testing and resolve operational errors
Assist clients with 5500 processes and compliance testing according to regulations

Required Qualifications

Bachelor's degree in finance or business, or equivalent work experience
Proficiency in MS Office
Ability to prioritize work within assigned caseload
Knowledge of testing and 5500 software is preferred

Keywords: VirtualVocations, Rowland Heights , Retirement Compliance Consultant, Professions , Vista, California

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