Compliance Specialist

* Spearhead plan administration, ensuring seamless day-to-day operations and adherence to regulatory requirements, while maintaining accurate participant records and processing payroll data with precision. * Drive compliance efforts, including annual testing, employer contribution calculations, and Form 5500 preparation, to guarantee plans align with ERISA, IRS, and DOL regulations. * Foster strong relationships with plan sponsors, client TPAs, and financial advisors, providing clear and professional communication on compliance issues, deadlines, and data requirements. * Architect year-end processes, gathering and validating census data, and preparing comprehensive valuation reports, participant statements, and plan summaries. * Leverage software expertise, including Datair, ASC, and FTWilliams, to optimize plan administration and recordkeeping, with a willingness to adapt to new systems and technologies. * Embed core values into daily actions, prioritizing quality, reliability, and active engagement to reinforce the organization's culture and reputation. * Safeguard confidential data, implementing robust security measures to prevent unauthorized access, transmission, or disclosure, and upholding the highest standards of data protection and integrity.