As a Compliance Analyst you will perform a range of compliance tests for our defined contribution compliance clients and prepare the Form 5500 and related schedules for both Defined Benefit and Defined Contribution clients to ensure plans are following IRS qualification requirements. Additional tasks may include responding to annual plan audit inquiries, preparing Form 5330’s and/or calculating Required Minimum Distributions.

This is a Hybrid work arrangement requiring you to be in office 3 days per week (Tues, Wed, Thurs) in either the Boston USA office or the Halifax/Toronto Canadian office locations.

Position Responsibilities:

Client Relations

• Assist client through electronic filing process
• Respond to annual plan audit inquiries such as plan reconciliation, Fair Value determination and direct/indirect compensation inquiries
• Perform Annual Compliance Testing
• Coordinate with internal/external contacts to perform compliance-related tasks. Proactively develop and maintain the technical and regulatory knowledge required to perform these functions, including applicable Internal Revenue Codes, regulations, and testing procedures
• Ability to communicate clearly to non-technical audiences on defined contribution compliance issues
• Complete special projects as assigned in accordance with communicated expectations

Administration / Operations

• Prepare Signature Ready Form 5500, Form 8955-SSA and Summary Annual Report (SAR)
• Timely and accurate completion of Annual Testing, Form 5500, Form 8955-SSA and plan corrections in accordance with IRS/DOL deadlines to avoid penalties
• Perform Annual Compliance Testing (ADP testing (IRC section 401(k)); ACP testing (IRC section 401(m)); Elective Deferral limit (IRC section 402(g)); Annual Additions limit (IRC section 415(c)(1)); Highly Compensated Employee determination (IRC 414(q)); Annual Compensation limit (IRC section 401(a)(17)); General discrimination (IRC section 401(a)(4)); Coverage testing (IRC section 410(b))
• Calculate Required Minimum Contributions
• Prepare Form 5330 for late contributions
• Complete ERISA requests such as Projected Testing, Match Study, Auto Enroll Analysis, etc.
• Perform Average Benefit Testing, Benefits Rights and Feature Testing as needed
• Monitor 402(g) excesses
• Process plan limit excesses

Required Qualifications

• Bachelor’s degree in finance, business, or related field
• Minimum 4-5 years of related financial services industry experience
• Knowledge of and experience with: ADP testing (IRC section 401(k)); ACP testing (IRC section 401(m)); Elective Deferral limit (IRC section 402(g)); Annual Additions limit (IRC section 415(c)(1)); Highly Compensated Employee determination (IRC 414(q)); Annual Compensation limit (IRC section 401(a)(17)); General discrimination (IRC section 401(a)(4)); Coverage testing (IRC section 410(b))
• Knowledge of Form 5500 and related schedules
• Ability to assess problems and appropriately apply technical knowledge to deliver accurate solutions for general compliance issues
• Ability to prioritize, organize, and work on multiple issues simultaneously
• Attention to detail and accuracy
• Maintain high level of service excellence

When you join our team:

• We’ll empower you to learn and grow the career you want. 
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. 
• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

À propos de Manuvie et de John Hancock

La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse www.manuvie.com.

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à hr@manulife.com.

Referenced Salary Location

Modalités de travail

Salary range is expected to be between

Les employés ont également la possibilité de participer à des programmes incitatifs et de recevoir une rémunération liée à la performance de l’entreprise et des individus. Le salaire réel variera selon les conditions du marché local, la région géographique et les facteurs propres au poste, tels que les connaissances, les compétences, les qualifications, l’expérience et la formation. Si vous postulez à ce poste en dehors de votre lieu principal, veuillez contacter hr@manulife.com pour connaître la fourchette salariale applicable à votre région.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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