Retirement Plan Specialist

Job Titles:- HR Compliance Analyst – Benefits & Retirement / Pension Regulatory Filings

Location:- Charlotte, NC 28202 Hybrid

Duration: 06+ Months (with possible of extension)

Pay Rate: $56.00/hr.

Shift: 1st shift Monday-Friday 8-5 Hybrid 3 onsite- 2 remote

Job Description:

The ideal candidate must be capable of independently managing and coordinating the full end-to-end regulatory compliance reporting process. This includes demonstrating the knowledge, experience, and technical expertise necessary to oversee and ensure the accurate and timely filing of:

• IRS Form 5500
• SEC Form 11-K
• IRS Forms 1094-B and 1094-C
• IRS Forms 1095-B and 1095-C

HR experience related to ERISA, SEC, IRS, and DOL filings and disclosures.

As stated in the job summary, these responsibilities are critical requirements for the role and should be reflected in the candidates' experience and qualifications.

• Ability to independently manage regulatory compliance for U.S. retirement (DB/DC), VEBA, and H&W Benefit plans
• Manage the preparation, coordination, and submission of IRS Form 5500 filings across all benefit plans
• Support SEC Form 11-K filings and ensure alignment with financial disclosures
• ACA Summary of Benefits and Coverage, and required disclosures (1094 B/C and 1095 B/C)
• Ensure compliance with all regulatory requirements (ERISA, IRS, DOL, etc.)

Job Summary

• Independently manages regulatory compliance for U.S. retirement (DB/DC), VEBA, and Health & Welfare Benefit Plans.
• Responsible for preparation and coordination of all required filings (e.g., IRS Form 5500, SEC Form 11-K, IRS Forms 1094 B/C and 1095 B/C, state disability filings) and ensuring adherence to ERISA and related regulatory requirements.
• Works cross-functionally to maintain compliance, mitigate risk, and ensure audit readiness and completeness.

Key Responsibilities

• Manage the preparation, coordination, and submission of IRS Form 5500 filings (including schedules) across all benefit plans
• Support SEC Form 11-K filings and ensure alignment with financial disclosures
• Ensure compliance with ERISA, IRS, DOL, ACA, HIPAA, COBRA, FMLA, state disability regulations
• Maintain and update Summary Plan Descriptions, ACA Summary of Benefits and Coverage, and required disclosures
• Monitor regulatory changes and implement updates to policies, processes, and documentation
• Maintain a compliance calendar to track regulatory deadlines and deliverables
• Partner with TPAs, auditors, legal counsel, and internal stakeholders to ensure accurate and timely submissions
• Support internal and external audits; manage findings and remediation activities
• Analyze and validate plan data to ensure integrity across filings and documentation
• Drive process improvements and compliance reporting metrics

Basic Qualifications

• Bachelor’s degree in Accounting, Finance, or Business
• 3+ years of experience in Accounting and Auditing (preferably experience with public company financial statements)
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities and deadlines with high accuracy