Compliance Administrator

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. Social security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium sized businesses to offer employees a path to financial independence through retirement savings. Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right: In it for customers, autonomous accountable, outcomes driven, inclusive collaboration, and decisive. As a member of the Customer Success Operations compliance team, you will support our clients’ 401(k) plans by completing compliance testing, preparing annual forms for filing with the IRS and consulting on plan design. You’ll also be involved in the preparation of plan documents, amendments and the review of incoming conversion plan documents. In addition to the technical aspects of the role, you will also interact on a cross-functional basis with several teams, including implementation, client support and internal operations to ensure the best possible experience for the customers. What you get to do every day Prepare and review compliance testing results (including ADP/ACP, Deductibility, Top Heavy, 401(a)(4), 402(g), 410(b), and 415) in a fast paced environment Review and interpret plan documents to determine plan provisions Design and prepare plan documents for new or conversion plans Prepare plan document amendments as needed Calculate annual contributions, including new comparability Review, prepare and ensure timely filing of Forms 5500, 5330 and 8955-SSA Assist Account Management team with questions, problem solving and resolution regarding Compliance issues Assist auditors as needed Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law What you bring to the role 4+ years of progressive retirement plan experience, including at least 1 year experience with compliance testing and annual IRS reporting requirements, and comprehensive understanding of plan documents Knowledge of ERISA and IRS regulations Ability to research solutions and interpret technical literature Excellent spreadsheet knowledge, mathematical aptitude, and problem solving abilities Strong communication skills and the ability to explain complex issues to all levels within an organization Self-starter and passionate about suggesting and implementing process improvements Ability to work towards Industry designation within first 12 months (ASPPA, NIPA, etc.) Please feel free to apply to this position even if you do not meet 100% of the requirements listed above. Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It als ... (truncated, view full listing at source)