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Ameritas

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Plan Compliance Administration Analyst - Retirement Plans

Anywhere
full-time
Posted 10/20/2025
Direct Apply
Key Skills:
Retirement Plans
Compliance Testing
Contribution Calculations
Form 5500 Preparation
Data Management
Financial Transactions
Data Security
Mathematical Skills
Excel Skills
Communication Skills
Attention to Detail
Deadline Management

Compensation

Salary Range

$Not specified

Responsibilities

The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans, ensuring compliance with regulatory deadlines and resolving compliance issues. This role includes annual compliance testing, contribution calculations, and preparation of necessary forms.

Requirements

A Bachelor's Degree or equivalent experience in Retirement Plans is required, along with 1-3 years of retirement plan administration experience. Strong mathematical, Excel, and communication skills are essential, along with the ability to manage data accurately and maintain data security.

Full Description

Position Description:       The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to annual compliance testing, contribution calculations, and preparation of the Form 5500. This role keeps plans qualified by making sure all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises other departments on plan compliance matters.   Position Location: This position is remote (within the U.S.A.) and does not require regular in-office presence.   What you do * Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters. * Administer retirement plans according to plan documents. * Calculate employer contributions. * Determine participant eligibility and vesting according to plan document. * Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), and 402(g) and work with client on corrective measures for failed tests. * Prepare and file Forms 5500 and 5330. * Provide support for plan audits. * Utilize multiple systems to administer plans efficiently and by regulatory deadlines. What you bring * Bachelor's Degree required or equivalent combination of education and experience in Retirement Plans. * 1-3 years retirement plan administration experience required. * Ability to manage data and process financial transactions with a high degree of accuracy. * Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review. * Excellent mathematical and Excel skills required. * Excellent communication skills required. * Ability to work under tight deadlines and attention to detail are both desired. What we offer:  A meaningful mission. Great benefits. A vibrant culture  Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.   At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:    Ameritas Benefits For your money:  * 401(k) Retirement Plan with company match and quarterly contribution. * Tuition Reimbursement and Assistance. * Incentive Program Bonuses. * Competitive Pay. For your time:  * Flexible Hybrid work. * Thrive Days - Personal time off. * Paid time off (PTO). For your health and well-being:  * Health Benefits: Medical, Dental, Vision. * Health Savings Account (HSA) with employer contribution. * Well-being programs with financial rewards. * Employee assistance program (EAP). For your professional growth:  * Professional development programs. * Leadership development programs. * Employee resource groups. * StrengthsFinder Program. For your community: * Matching donations program. * Paid volunteer time– 8 hours per month. For your family:  * Generous paid maternity leave and paternity leave. * Fertility, surrogacy, and adoption assistance. * Backup child, elder and pet care support. An Equal Opportunity Employer   Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

This job posting was last updated on 10/21/2025

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