Senior ERISA Compliance Analyst

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Execute all annual nondiscrimination testing for plans independently, including those with intricate designs.

• Prepare and review Form 5500 submissions for larger and more complex plans.

• Draft amendments for the addition or removal of safe harbors, changes in eligibility, and allocation adjustments, as well as create the initial adoption agreement for new plans.

• Act as the main compliance contact for assigned relationship managers.

• Train and guide Compliance Analysts on testing methodologies, filing processes, and firm workflows; may conduct an initial quality review of Compliance Analyst deliverables before they are submitted to senior reviewers.

• Identify potential compliance challenges in assigned plans (e.g., operational failures, unfiled amendments, late contributions) and suggest corrective measures.

• Gather, validate, and reconcile census data and payroll records, independently resolving data discrepancies and escalating systemic issues to the Director.

• Engage in the development and enhancement of internal procedures, checklists, and training materials to boost consistency and efficiency.

• Cultivate and maintain proficiency with all necessary software for job functions, especially Ft William and Relius applications.

• Achieve production standards set forth, with a growing focus on quality metrics, mentorship contributions, and effective client communication, in addition to volume.

⛳️ Requirements

• A bachelor's degree in business, finance, accounting, human resources, or a related field is preferred.

• 3–7 years of relevant experience in retirement plan compliance testing, Form 5500 preparation, or plan document administration within a TPA, recordkeeper, benefits consulting firm, or law firm.

• Familiarity with at least one major retirement plan administration software platform (e.g., Relius, Ft William, ASC, Datair).

• ASPPA RPF designation is either achieved or in progress; QKA or other ASPPA/NIPA credentials are preferred.

• Strong proficiency in Microsoft Office applications, 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!