Vacancy Description
As a **Compliance Analyst** you will perform a range of compliance tests for our defined contribution compliance clients and prepare the Form 5500 and related schedules for both Defined Benefit and Defined Contribution clients to ensure plans are following IRS qualification requirements. Additional tasks may include responding to annual plan audit inquiries, preparing Form 5330’s and/or calculating Required Minimum Distributions.
_This is a_ **_Hybrid_** _work arrangement requiring you to be in office 3 days per week (Tues, Wed, Thurs) in either the Boston USA office or the Halifax/Toronto Canadian office locations._
**Position Responsibilities:**
Client Relations
+ Assist client through electronic filing process
+ Respond to annual plan audit inquiries such as plan reconciliation, Fair Value determination and direct/indirect compensation inquiries
+ Perform Annual Compliance Testing
+ Coordinate with internal/external contacts to perf...
_This is a_ **_Hybrid_** _work arrangement requiring you to be in office 3 days per week (Tues, Wed, Thurs) in either the Boston USA office or the Halifax/Toronto Canadian office locations._
**Position Responsibilities:**
Client Relations
+ Assist client through electronic filing process
+ Respond to annual plan audit inquiries such as plan reconciliation, Fair Value determination and direct/indirect compensation inquiries
+ Perform Annual Compliance Testing
+ Coordinate with internal/external contacts to perf...
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