Sr Retirement Plan Compliance Specialist

Job Summary:

This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control.

Location: The ideal candidate will be located in our Cordova, TN or Lexington, KY office and will work in a hybrid model, 3 days per week in office. (Remote candidates may also be considered).

Duties/Responsibilities:

• Ability to perform or quality review nondiscrimination testing and other compliance related tasks completed by plan compliance team members.
• Participate in staff development of plan compliance team by providing ERISA technical guidance and quality review feedback.
• Expert understanding of qualified plan retirement plan contributions (including New Comparability).
• Perform QDRO reviews for accuracy and completeness and determine the award to alternate payee.
• Review death distributions to determine beneficiary and payout period.
• Update compliance materials, participant forms, letters and distribution packages for law changes/disclosures within recordkeeping software and web access by client.
• Effectively execute resolution to escalated technical issues from clients and/or internal staff.
• Identify and utilize internal and external resources for compliance resolution.
• Provide plan design support for existing and on boarding clients.
• Participate in compliance related projects and other duties as assigned.
• Maintain an expert level knowledge of qualified plan regulations.
• Possess a strong understanding of department processes, procedures and standards

Required Skills/Abilities:

• College degree or relevant work experience required
• QKA (Qualified 401(k) Administrator) designation preferred
• 10 years of Retirement or Pension experience preferred
• Ability to operate the following:
• PC, calculator, copy/scan/fax machine, telephone
• Ability to work with the following software:
• Relius Administration, FTWilliams, CRM, Access, Excel, Word, Adobe, Relius Documents
• Ability to read and interpret plan documents.
• Possess the following skills:
• Ability to work both independently and in a team environment.
• Ability to meet regulatory deadlines as well as team and personal goals.
• Strong problem solving and analytical skills.
• Ability to handle multiple projects and prioritize workload.
• Excellent communication skills, both written and verbal.
• Able to react to change productively.
• Expert knowledge of ERISA, IRS, and DOL regulations

Salary: $80,000 - $95,000 base salary, based on experience, plus eligibility to participate in company's bonus program.

Who We Are:

EdgeCo Holdings is made up of several affiliated financial services companies, including AmericanTCS Holdings and NewEdge Capital Group. For over four decades, the EdgeCo companies have provided a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies, divisions, and brands, including American Trust Custody, American Trust Retirement, American Trust Wealth, American Technology Automation (Pension Pro and Hub ), and FiduciaryxChange. Together, they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $600 billion assets and supports over 425K retirement plans.

What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Applications will be accepted on an ongoing basis.