Manager, ERISA Services

Job not on LinkedIn

🔥 12 hours ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

July Business Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

July Business Services is a provider of employer-focused retirement plan solutions that helps businesses start and run 401(k) plans. The company offers plan administration and fiduciary services, payroll integration, enrollment and personalized employee experiences, and online tools like calculators, tax credit estimators, and educational webinars. It serves employers, advisors, TPAs and employees and is affiliated with an SEC-registered investment advisor to support retirement plan management and compliance.

📋 Description

• Lead all aspects of the JULY ERISA department • Oversee production of ERISA projects • Provide technical support and manage ERISA team members • Serve as the primary escalation point for ERISA technical matters • Monitor ERISA production for accurate and timely completion of plan documents, amendments, notices, DOL or IRS audits, QDRO projects, and EPCRS projects • Establish processes and schedules for required plan restatements and interim amendment projects • Monitor new ERISA laws and regulations and implement operational changes with team members • Escalate complex ERISA matters involving controlled groups, mergers and acquisitions, EPCRS, and plan documents and amendments • Manage ERISA team members to ensure KPIs are met • Back up the Vice President of Plan Consulting on escalations and support the JULY Sales Team and other issues as needed • Maintain documentation on client projects and responses within JULY's software

🎯 Requirements

• 5+ Years of Qualified Retirement Plan Document / ERISA technical experience • Ability to explain complex ERISA and EPCRS matters clearly and understandably • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Exceptionally organized; able to juggle multiple projects with minimal oversight • In-depth, hands-on experience preparing and reviewing legal plan documents • Client-focused, accountable, credible, and trustworthy attitude • Positive problem-solving attitude • Bachelor's Degree listed as a want • ERPA, Attorney, CPA, or other designation that can represent clients with the IRS is a plus • Ability to handle difficult conversations positively and professionally

🏖️ Benefits

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off • Ability to work remotely • Competitive salaries • Generous benefits • Talent development and career growth