Senior ERISA compliance professional guiding compliance strategies and mentoring colleagues in Retirement Plan Services. Acting as a thought leader in compliance for new services and product development.
Responsibilities
Lead and develop ERISA compliance colleagues, fostering expertise and collaboration.
Provide senior-level guidance on regulatory compliance to management, sales, and product teams.
Analyze new and proposed legislation to recommend strategies and implementation plans.
Partner with business leaders to review and approve new plan opportunities, ensuring compliance and risk alignment.
Direct operational defect resolution, including corrective actions and voluntary correction program filings.
Oversee plan restatements and amendments to ensure alignment with sponsor intentions and regulatory requirements.
Act as a senior advisor and thought leader on new services and product development, ensuring compliance with ERISA and DOL regulations.
Represent Retirement Plan Services on risk and compliance committees, driving informed decisions and influencing best practices.
Requirements
Bachelor’s degree in Business, Economics, or related field required
12+ years of ERISA and qualified plan administration experience required
Juris Doctor (JD) preferred
Professional certifications such as CRPS, ASPPA, CEBS, or PRP preferred
License to Practice Law preferred
Benefits
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
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