Plan Reporting Analyst I

Responsibilities:

• Complete the most complex government filings or compliance tests and related services within prescribed IRS/DOL/PBGC deadlines and client requested timing. Prepare accurately and efficiently with minimal assistance.
• Serve as a resource providing support and answers to questions for internal service partners, external clients and auditors.
• Serve as a resource to peers assisting with both technical and process related questions. Provide a mentoring relationship as requested.
• Participate in or lead department initiatives/projects including but not limited to process and system improvements.
• Responsible for ensuring that appropriate documentation is maintained and accessible, per current regulations and internal policies and procedures.
• Compile and prepare management statistics to monitor timely completion of work within prescribed IRS, DOL, and external customer deadlines.
• Perform other job-related duties or special projects as required.

Qualifications:

• Bachelor's degree or equivalent experience required
• 2 years of related experience to be considered for the Analyst II level
• 4 years of related experience to be considered for the Analyst II level

• Proven written and verbal communication skills with individuals at all levels along with strong problem solving, decision making, organizational and time management skills
• Must be a self-starter who can work independently and within a collaborative team environment.
• Advanced PC skills including word processing, spreadsheets and collaborative workspace preferred (i.e. Microsoft Word, Excel, SharePoint and OneNote).
• Preferred knowledge of government reporting forms, or compliance testing, and general regulations related to the retirement plan business
• The ability to support Additional Time during testing season and then as needed throughout the year.

Location

This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangements. Candidates that live within 50 miles of Des Moines IA or Charlotte NC will be required to work from the office 2 days per week. You’ll work with your leader to determine which option may align best based on several factors.

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $49300 - $114000 / year Additional Information:

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email. If selected, you’ll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time. Be sure to check your email frequently and follow the steps shared to submit timely.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants

LinkedIn Remote Hashtag

: #LI-Remote