Manager, ERISA Compliance

November 27

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $75k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚔 Compliance

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HUB International

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Finance • Insurance • Enterprise

HUB International is a leading insurance brokerage firm that provides a wide range of insurance and risk management services. They offer personal and business insurance solutions, including employee benefits, retirement and private wealth management, and people and technology consulting. HUB International serves a diverse array of industries, including agriculture, construction, finance, healthcare, hospitality, real estate, and transportation, among others. Their services include claims management, risk management, and employee training and development. HUB International positions itself as a partner committed to supporting and protecting its clients.

10,000+ employees

Founded 1998

💸 Finance

🏢 Enterprise

📋 Description

• Support internal teams and clients with guidance on ERISA and DOL regulations. • Assist in monitoring retirement plan operations for compliance with ERISA, IRS, and DOL standards. • Help prepare responses to regulatory inquiries and audits under supervision. • Track regulatory updates and communicate potential impacts to relevant stakeholders. • Collaborate with legal, operations, and client services to ensure compliant plan administration. • Contribute to the drafting and review of plan documents, amendments, and SPDs. • Interpret plan provisions and assist in resolving operational or fiduciary issues. • Participate in training sessions and maintain awareness of ERISA requirements. • Help implement compliance policies, procedures, and controls. • Support onboarding processes for new retirement plans, ensuring timely setup and documentation. • Maintain client records and assist in tracking regulatory compliance tasks. • Assist with compliance testing, including ADP/ACP and top-heavy testing. • Reconcile Form 5500 filings and support plan audit preparation and documentation.

🎯 Requirements

• Bachelor's degree preferred or equivalent experience in ERISA compliance, retirement plan administration. • In-depth knowledge of ERISA, DOL regulations, IRS rules, and retirement plan compliance best practices preferred. • Experience with qualified retirement plans including 401(k), 403(b), and defined benefit plans. • Demonstrated ability to lead audits, manage complex compliance issues, and work cross-functionally. • Strong communication skills with the ability to explain regulatory concepts clearly to non-legal audiences. • High attention to detail, strong analytical thinking, and excellent organizational skills. • Experience with compliance testing for ERISA plans. • Proven track record of sound judgment and proactive problem-solving.

🏖️ Benefits

• Medical insurance • Vision insurance • Dental insurance • 401(k) plus match • Company Paid STD • Life Insurance • parental leave