ERISA Compliance Analyst
Job not on LinkedIn
🕒 April 7
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📋 Description
• Prepare nondiscrimination testing, Form 5500 filings, and plan document amendments for assigned clients • Learn and maintain a working knowledge of qualified plan regulations • Learn and maintain a working knowledge of all software and tools necessary to perform job duties, particularly FT William applications used to complete nondiscrimination testing, Form 5500 filings, and plan documents • Complete additional compliance-related projects as assigned • Respond to ERISA technical questions from plan sponsors and administrators • Follow company policies and procedures
🎯 Requirements
• Strong proficiency in Microsoft Office, particularly Excel • Ability to develop strong proficiency in Relius, FT William, and the Company’s CRM platform • Ability to learn and understand department processes, procedures, and standards • Ability to manage multiple tasks and meet deadlines • Excellent organizational and communication skills • Ability to read, write, and communicate clearly in English • Ability to maintain effective working relationships with colleagues • Strong communication skills with the ability to handle difficult individuals or situations • Bachelor’s degree in accounting or finance preferred • Two or more years of ERISA compliance-related work experience, along with accounting coursework, may be substituted for a degree • ASPPA CPC, QPA, or QKA professional credentials are a plus • Advanced knowledge of Microsoft Excel required • Prior experience with Relius, FT William, or similar software is a plus
🏖️ Benefits
• Generous paid time off • Medical, dental, and vision coverage • Group life insurance • Company-paid short- and long-term disability benefits • 401(k) plan • Professional development and certification support • And more!
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