ERISA Compliance Specialist providing governance and compliance services to qualified plan sponsors. Developing solutions, preparing reports, and advising clients on ERISA compliance in a client-facing role.
Responsibilities
The ERISA Compliance Specialist works with various team members to provide comprehensive governance to qualified plan sponsors.
Utilize expertise to develop and deliver qualified plan and governance analytics.
Author custom reports and present findings to clients.
Advise clients on compliance, plan design, and administration.
Prepare client reports, manage projects, and provide ongoing support for corporate qualified plans.
Stay current with changes in ERISA and related legislation, and ensure fiduciary best practices.
Continuously monitor and interpret changes in ERISA legislation.
Requirements
Bachelor’s degree in accounting, math, business, or related field.
3+ years of ERISA and defined contribution qualified plan experience with emphasis on 401(k) plan administration, compliance, consulting, or legal issues.
Computer proficiency, particularly working knowledge of Word, MS-Excel, and Power Point.
Experience with various major 401(k) recordkeeping service front provider organizations.
Licenses (FINRA Series 6 or 7, 66)
QKA designation
Project and time management skills required
Attention to detail, accuracy, analysis, and self-revision required
Benefits
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
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