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ERISA Compliance Analyst

Job not on LinkedIn

🕒 April 7

🏈 Alabama – Remote

infoinfo

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚔 Compliance

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Employee Fiduciary's careers page, not through a job board

First seen by Remote Rocketship April 7

Logo of Employee Fiduciary

Employee Fiduciary

51 - 200 employees

💸 Finance

💳 Fintech

⚕️ Healthcare Insurance

Finance • Fintech • Healthcare Insurance

Employee Fiduciary is a full-service recordkeeper and third-party administrator (TPA) that specializes in providing affordable 401(k) solutions for small and medium-sized businesses. Established in 2004, the company assists over 5,000 businesses and 145,000 participants in their retirement savings efforts. Employee Fiduciary offers a range of services including recordkeeping, participant websites, and TPA services, along with options for low-cost investments such as Vanguard funds and ETFs.

📋 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 • Complete additional compliance-related projects as assigned • Respond to ERISA technical questions from plan sponsors and administrators • Follow company policies and procedures • Report to the Director of Compliance

🎯 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

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