Senior ERISA Compliance Analyst

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🔥 2 minutes ago

🏈 Alabama – Remote

🏈 Alabama – Remote

⏰ Full Time

🟠 Senior

🚔 Compliance

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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 all annual nondiscrimination testing for plans, including plans with complex designs • Prepare and review Form 5500 filings for larger plans and those with higher complexity • Draft plan amendments for safe harbor addition/removal, eligibility changes, allocation changes, as well as prepare the initial adoption agreement for new plans • Serve as the primary compliance contact for assigned relationship managers • Train and mentor Compliance Analysts on testing methodologies, filing procedures, and firm workflows; may conduct initial quality review of Compliance Analyst work product before submission to senior reviewers • Identify emerging compliance issues in assigned plans (e.g., operational failures, missed amendments, late contributions) and recommend corrective actions • Collect, validate, and reconcile census data and payroll records, resolving data discrepancies independently and escalating systemic data issues to the Director • Participate in the development and refinement of internal procedures, checklists, and training materials to improve consistency and efficiency • Develop and maintain proficiency with all software necessary to perform job duties, particularly Ft William and Relius applications • Meet production standards as established, with increasing emphasis on quality metrics, mentorship contributions, and client communication effectiveness in addition to volume

🎯 Requirements

• Bachelor’s degree in business, finance, accounting, human resources, or a related field is preferred • 3–7 years of direct experience in retirement plan compliance testing, Form 5500 preparation, or plan document administration within a TPA, recordkeeper, benefits consulting firm, or law firm • Experience with at least one major retirement plan administration software platform (e.g., Relius, Ft William, ASC, Datair) • ASPPA RPF designation achieved or in progress; QKA or other ASPPA/NIPA credentials preferred • Strong proficiency in the use of Microsoft Office software, particularly Excel, is required

🏖️ 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 • And more!