Senior ERISA Compliance Consultant – Quality Review

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

📋 Description

• Conduct annual reviews for qualified retirement plans, including those that are defined contribution.

• Examine compliance testing, allocations, distributions, and annual valuation deliverables.

• Assess Forms 5500 and associated filings for technical accuracy and completeness.

• Identify operational, documentation, and compliance issues prior to client delivery.

• Ensure alignment with internal standards, procedures, and regulatory mandates.

• Assist in the development and maintenance of quality review processes and controls.

• Research and analyze IRS, DOL, and ERISA guidance.

• Evaluate complex qualification and operational challenges.

• Offer recommendations on correction methodologies and plan compliance issues.

• Assist with plan terminations, mergers, acquisitions, spin-offs, and other special projects.

• Provide support to internal teams through technical consultation and issue resolution.

• Act as an escalation point for intricate client situations.

• Deliver constructive feedback and coaching to team members.

• Help enhance technical knowledge throughout the organization.

• Foster a culture of quality, accountability, and continuous improvement.

• Engage in training and knowledge-sharing initiatives.

⛳️ Requirements

• Over 6 years of experience in retirement plan administration, compliance consulting, or related TPA roles.

• In-depth knowledge of ERISA, qualified retirement plans, and IRS compliance regulations.

• Extensive experience in reviewing compliance testing and annual administration processes.

• Proficient in interpreting plan documents and addressing operational challenges.

• Strong analytical, problem-solving, and communication abilities.

• Capacity to manage multiple priorities and meet deadlines in a dynamic environment.

• Preferred professional designations include QKA, QPA, CPC, ERPA, APA, CEBS, or similar.

• Experience with EPCRS corrections is preferred.

• Familiarity with supporting DOL or IRS examinations is beneficial.

• Experience in plan document consulting and qualification issues is preferred.

• Previous experience in quality review, auditing, or leadership roles is advantageous.

• Familiarity with PensionPro and FTW is preferred.

• Proficient in Microsoft 365, SharePoint, and related business tools.

🏝️ Benefits

• Medical, Dental & Vision — we cover 80% for employees and 50% for dependents.

• 401(k) plan with safe harbor contributions.

• Generous open PTO policy.

• Life insurance, FSA & HSA options.

• Ongoing industry training and opportunities for professional development.

• A team that genuinely enjoys collaborating together.