Manager, ERISA Services

Job not on LinkedIn

🕒 August 7

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 14%

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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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

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