ERISA Technical Consultant

🕒 il y a 20 jours

🦌 Connecticut, Massachusetts, +1 états de plus – Distant

🦌 Connecticut – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote

💵 $79 620 - $110 590 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💼 Consultant

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Configurer une alerte email pour les nouveaux emplois

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Voya Financial

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 1998

💼 Conseil

🏥 Santé

📣 Marketing

Consulting • Healthcare • Marketing

Voya Financial est une entreprise de services financiers de premier plan qui propose une large gamme de produits de retraite, d'investissement et d'assurance pour aider les particuliers, les familles et les institutions à planifier, investir et protéger leur avenir. Avec un accent sur l'épargne retraite et les avantages en milieu de travail, Voya relie les prestations et l'épargne pour simplifier les expériences financières et améliorer la sécurité financière. La société s'engage à faire une différence positive en servant les autres à travers sa culture unique, et a été reconnue pour ses valeurs et son approche centrée sur le client. Voya s'engage également dans des initiatives comme l'Institut Voya de finance comportementale pour l'innovation, afin de poursuivre sa mission de transformer les soins financiers en milieu de travail.

Description

• Provide technical guidance, training, and support to professionals performing compliance services for Profit Sharing, 401(k), 403(b), MEP, and PEP plans • Serve as a subject matter expert on ERISA compliance, testing methodologies, plan design interpretation, and IRS regulatory requirements • Lead and support enhancements to systems, processes, procedures, and controls related to compliance testing and Form 5500 reporting • Leverage technology, automation, and system capabilities to efficiently manage high-volume compliance testing and reporting workloads while maintaining exceptional accuracy and quality • Perform compliance testing, with a focus on: 410(b) testing (Ratio Percentage Test and Average Benefits Test), 414(s) compensation testing, 401(a)(4) nondiscrimination testing, Rights, Benefits, and Features testing • Calculate employer contributions for Safe Harbor and New Comparability plan designs • Provide consulting support, plan design expertise, and technical guidance to relationship management, plan management, and clients • Assist with complex operational issues, plan interpretation questions, correction methods, and regulatory compliance matters • Develop working knowledge of Voya's recordkeeping systems, valuation reports, and compliance-related technology solutions • Contribute to the development of best practices, operational efficiencies, and service enhancements that improve client outcomes and scalability • Assist with additional duties and special projects as assigned

🎯 Exigences

• Bachelor's degree in Business Administration or related field, or equivalent work experience in ERISA compliance • 8–10 years of industry experience, including strong ERISA knowledge and applicable IRS regulations • Minimum 5–7 years of experience in an ERISA compliance environment • Experience supporting Multiple Employer Plans (MEPs) and/or Pooled Employer Plans (PEPs) • Hands-on experience with ASC (Actuarial Systems Corporation) or equivalent compliance testing software • Proven ability to leverage technology, automation tools, and system-driven processes to manage large volumes of compliance and reporting work accurately and efficiently • Strong understanding of ERISA regulations, IRS nondiscrimination testing requirements, and qualified retirement plan design principles • Proficiency in Microsoft Excel, Word, and PowerPoint • Strong analytical, problem-solving, and multitasking skills with the ability to work independently • Excellent written and verbal communication skills with the ability to interact effectively with senior leadership.

🏖️ Avantages

• Health, dental, vision and life insurance plans • 401(k) Savings plan – with generous company matching contributions (up to 6%) • Voya Retirement Plan – employer paid cash balance retirement plan (4%) • Tuition reimbursement up to $5,250/year • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. • Paid volunteer time — 40 hours per calendar year