Employee Fiduciary

ERISA Compliance Analyst

Employee Fiduciary

full-time

Posted on:

Location Type: Remote

Location: Alabama • United States

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About the role

  • Prepare nondiscrimination testing, Form 5500 filings, and plan document amendments for assigned clients
  • Learn and maintain a working knowledge of qualified plan regulations
  • Learn and maintain a working knowledge of all software and tools necessary to perform job duties, particularly FT William applications used to complete nondiscrimination testing, Form 5500 filings, and plan documents
  • Complete additional compliance-related projects as assigned
  • Respond to ERISA technical questions from plan sponsors and administrators
  • Follow company policies and procedures

Requirements

  • Strong proficiency in Microsoft Office, particularly Excel
  • Ability to develop strong proficiency in Relius, FT William, and the Company’s CRM platform
  • Ability to learn and understand department processes, procedures, and standards
  • Ability to manage multiple tasks and meet deadlines
  • Excellent organizational and communication skills
  • Ability to read, write, and communicate clearly in English
  • Ability to maintain effective working relationships with colleagues
  • Strong communication skills with the ability to handle difficult individuals or situations
  • Bachelor’s degree in accounting or finance preferred
  • Two or more years of ERISA compliance-related work experience, along with accounting coursework, may be substituted for a degree
  • ASPPA CPC, QPA, or QKA professional credentials are a plus
  • Advanced knowledge of Microsoft Excel required
  • Prior experience with Relius, FT William, or similar software is a plus
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!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
nondiscrimination testingForm 5500 filingsplan document amendmentsadvanced Microsoft ExcelERISA complianceaccounting coursework
Soft Skills
organizational skillscommunication skillsability to manage multiple tasksability to meet deadlinesability to maintain effective working relationships
Certifications
ASPPA CPCASPPA QPAASPPA QKA