Retirement Plan Reconciliation & Compliance Support Specialist

Department: Retirement Plan Services
Status: Full-time, fully remote
Pay Range: $18-$21/hour


The Retirement Plan Reconciliation & Compliance Support Specialist role is responsible for reconciling retirement plan accounts, ensuring compliance with regulatory standards and providing essential support to our administration/compliance team.


  • Perform regular reconciliations of retirement plan accounts in excel, including contributions, distributions, and investment transactions.
  • Manage relationships with retirement plan recordkeepers, including downloading reports and ensuring timely and accurate import into compliance software.
  • Oversee quarterly loan payment processes for retirement plan participants, ensuring compliance with plan terms and regulatory requirements.
  • Investigate and resolve any discrepancies or irregularities in retirement plan balances.
  • Generate excel reports showing retirement plan reconciliations including cash flow for the plans. Advanced excel knowledge is required.
  • Assist in the development and implementation of policies and procedures to ensure compliance with retirement plan regulations, including ERISA and IRS guidelines.
  • Support the compliance team in conducting audits and reviews of retirement plan activities to ensure adherence to regulatory requirements.
  • Collaborate with internal departments to address any issues related to retirement plan administration and compliance.
  • Stay on top of changes in retirement plan laws, regulations, and industry best practices.