Job Description:
Compliance Associate
The Role
The Testing & Reporting Compliance Associate is responsible for completion of Employer Calculations and Additional NonDiscrimination Testing (NDT) work.
- Preparation of complex Employer Calculations and Additional NDT processing
- Provide support to other staff members for more advanced and special tier Testing & Reporting work
- Respond to basic technical and data related questions from clients and business partners
- Research and reconcile processing errors/issues related to production work
The Expertise and Skills You Bring
- College degree preferred
- 3+ years of experience working with Defined Contribution plans
- 1+ year of non-discrimination testing, employer calculations, PYES and/or Form 5500 experience preferred
- Basic math and/or accounting skills
- Strong computer/database/recordkeeping skills, specifically Excel
- Demonstrated problem solving skills
- Ability to work effectively with clients and peers
- Basic verbal and written communication skills
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The Team
The Testing & Reporting Compliance Associate works as part of a team to deliver timely and accurate employer calculations and additional non-discrimination testing to our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing & Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.
Certifications:
Category:
Compliance
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.