HR Compliance Analyst – Benefits & Retirement

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. This includes demonstrating the knowledge, experience, and technical expertise necessary to oversee and ensure the accurate and timely filing of: IRS Form 5500.

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.)
Interviews video

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

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

Preferred Qualifications
Experience in benefits compliance, ERISA, or retirement/health & welfare plans
Experience managing or supporting IRS Form 5500 filings
Knowledge of U.S. benefits regulations (ERISA, IRS, DOL, ACA, HIPAA, COBRA)
Experience supporting SEC Form 11-K filings
Familiarity with ACA reporting (IRS Forms 1094 B/C and 1095 B/C)
Experience supporting audits for employee benefit plans
Experience with HRIS or benefits platforms (e.g., Workday, SAP, ADP)

Key Competencies
Compliance & Risk Management: Strong understanding of regulatory requirements and risk mitigation
Execution Excellence: Delivers accurate, timely results with attention to detail
Collaboration: Builds effective partnerships across functions and external vendors
Analytical Thinking: Interprets complex data and regulatory requirements
Continuous Improvement: Identifies and implements process enhancements

Scope & Impact
Independently executes compliance activities across multiple benefit plans
Primarily responsible for completing all audits prior to regulated deadlines, including audit of retirement plan financial statements
Direct impact on regulatory compliance, audit outcomes, and risk mitigation
Ensures timely and accurate external filings to regulatory agencies
Supports enterprise compliance with governance processes

Work Environment
Hybrid - with collaboration across HR, Legal, Finance, and external vendors

Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.

Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.