Job Family

　　Regulatory Compliance

　　About Us

　　At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

　　Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

　　Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com .

　　Who We Are

　　Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment management services.

　　What We Do

　　Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

　　Job Description Summary

　　Responsible for the preparation and mailing of required IRS Form 5500 and applicable schedules and/or annual and mid-year compliance tests for an assigned caseload of complex plans.

　　Job Description

　　ResponsibilitiesForm 5500:

　　Analyze and research complex data to ensure proper completion of Form 5500 and applicable schedules.

　　Prepare forms within set deadlines and quality expectations.

　　Determine appropriate investment categorization and reporting of underlying investments in the plan (master trusts, common collective trusts, separately management accounts, etc.)

　　Provide communications and auditing packages to auditors and clients according to IRS regulations.

　　Research and answer questions from auditors and clients, and assist clients with e-filing of 5500 forms and attachments.

　　Compliance Testing:

　　Analyze and research census data provided by the client in preparation for compliance testing.

　　Determine appropriate tests needed per plan based on specific plan provisions.

　　Perform compliance testing (ADP/ACP, 401(a)(4), 410(b), Benefits, Rights & Features, Top Heavy), calculations of employer match and nonelective contributions, and applicable refunds. Monitor 402(g) and 415 limits and handle corrective measures.

　　Analyze the impact of business structure, mergers/acquisitions, spin-offs, and terminations to compliance testing.

　　Resolve plan operational errors discovered during test processes.

　　General Functions:

　　Review plan documents and understand the impact to the functions performed.

　　Review IRS regulations pertaining to qualified retirement plans, including controlled groups/affiliated service groups, and mergers/acquisitions, and the impact on the functions performed.

　　Assist clients with 5500 processes and/or compliance testing and overall compliance with the plans.

　　Act in a consulting capacity to clients and internal team members to provide guidance on complex plan issues.

　　Interpret and communicate complex plan provisions and IRS regulations to various parties as needed.

　　Evaluate alternative solutions and consult with other team members/manage for resolution.

　　Qualifications

　　Bachelor’s degree in finance or business, or equivalent work experience

　　Five years of relevant retirement plan experience

　　Thorough understanding of 550 forms, compliance testing, or related functions

　　Analytical skills and attention to detail

　　Ability to prioritize work within assigned caseload

　　Proficiency using MS Office

　　Preferred Qualifications

　　Knowledge of testing and 5500 softwareWorking Conditions

　　Work from Home/RemoteCompensation

　　Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

　　The Salary for this position generally ranges between $53,000 - 70,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

　　Additionally, this position is typically eligible for an Annual Bonus of 7.5% based on the Company Bonus Plan/Individual Performance and is at Company discretion.

　　This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

　　What We Offer

　　For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .

　　Compensation Benefits

　　Competitive Pay

　　Bonus for Eligible Em ployees

　　Benefits Package

　　Pension Plan

　　401k Match

　　Employee Stock Purchase Plan

　　Tuition Reimbursement

　　Disability Insurance

　　Medical Insurance

　　Dental Insurance

　　Vision Insurance

　　Employee Discounts

　　Career Training & Development Opportunities

　　Health and Work/Life Balance Benefits

　　Paid Time Off starting at 160 hours annually for employees in their first year of service.

　　Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

　　Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

　　Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.

　　Adoption Assistance

　　Employee Assistance Program

　　College Coach Program

　　Back-Up Care Program

　　PTO for Volunteer Hours

　　Employee Matching Gifts Program

　　Employee Resource Groups

　　Inclusion and Diversity Programs

　　Employee Recognition Program

　　Referral Bonus Programs

　　Peer Recognition Program (BRAVO)

　　As of December 31, 2022 Inclusion & Diversity 

　　We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women.

　　To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

　　Giving Back 

　　We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, th e foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

　　https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation  

　　Transamerica’s Parent Company 

　　Aegon (http://www.aegon.com/) acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.  

　　At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

　　Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

　　Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com .

　　As of December 31, 2022 For more information about Transamerica’s privacy practices, click here. (https://transamerica.com/sites/default/files/files/e070d/job_app_0123.pdf)