Senior ERISA Compliance Analyst

Job not on LinkedIn

🕒 July 24

🏈 Alabama – Remote

🏈 Alabama – Remote

⏰ Full Time

🟠 Senior

🚔 Compliance

👻 Ghost score 46%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Employee Fiduciary

WebsiteLinkedInAll Job Openings

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

• Independently perform annual nondiscrimination testing for plans, including complex plan designs • Prepare and review Form 5500 filings for larger and more complex plans • Draft plan amendments for safe harbor changes, eligibility changes, and allocation changes • Prepare initial adoption agreements for new plans • Serve as primary compliance contact for assigned relationship managers • Train and mentor Compliance Analysts on testing methodologies, filing procedures, and firm workflows • Conduct initial quality reviews of Compliance Analyst work before senior review, as needed • Identify compliance issues such as operational failures, missed amendments, and late contributions • Recommend corrective actions • Collect, validate, and reconcile census data and payroll records • Resolve data discrepancies and escalate systemic issues to the Director • Develop and refine internal procedures, checklists, and training materials • Maintain proficiency with Ft William, Relius, and other required software • Meet production standards, including quality, mentorship, and client communication metrics

🎯 Requirements

• Working knowledge of ERISA Title I and Internal Revenue Code Sections 401(a), 401(k), 401(m), 410(b), 414(s), 415, and 416 as applied to defined contribution plans • Ability to apply nondiscrimination testing rules and plan document provisions accurately across varying plan designs • Ability to identify deviations from standard assumptions and determine when to escalate versus resolve independently • Ability to coach newer analysts and explain regulatory requirements • Ability to translate technical compliance results into clear guidance for plan sponsor contacts • Ability to improve workflow efficiency and documentation quality • Accountability for assigned caseload quality and timeliness • Advanced Excel skills, including troubleshooting data discrepancies and reconciling census information • Strong written and verbal communication skills • 3–7 years of direct experience in retirement plan compliance testing, Form 5500 preparation, or plan document administration • Experience within a TPA, recordkeeper, benefits consulting firm, or law firm • Experience with at least one major retirement plan administration software platform, such as Relius, Ft William, ASC, or Datair • ASPPA RPF designation achieved or in progress • QKA or other ASPPA/NIPA credentials preferred • Strong proficiency in Microsoft Office, particularly Excel • Bachelor's degree in business, finance, accounting, human resources, or a related field is preferred

🏖️ 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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