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.

• 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.