Senior ERISA Compliance Analyst

Employee Fiduciary

Senior ERISA Compliance Analyst managing compliance testing and Form 5500 reporting for retirement plans. In a fully remote position at Employee Fiduciary, a leader in affordable 401(k) plans.

Posted 7/24/2026full-timeRemote • Alabama • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan compliance testing, Form 5500 preparation, and plan document administration, with a strong focus on quality metrics and effective client communication. Proficient in training and mentoring compliance analysts while identifying and resolving compliance issues.

Highest-signal resume keywords

Retirement Plan Compliance TestingForm 5500 PreparationRelius Software ProficiencyASPPA RPF DesignationMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan Compliance TestingForm 5500 PreparationPlan Document AdministrationData ReconciliationQuality ReviewCensus Data ValidationOperational Issue IdentificationPlan Amendment DraftingTraining and MentoringClient Communication

Soft Skills

MentorshipProblem SolvingAttention to DetailEffective CommunicationCollaboration

Tools & Technologies

Relius SoftwareFt William SoftwareMicrosoft OfficeExcel

Certifications & Qualifications

ASPPA RPF DesignationQKA Credential

Industry Keywords

Retirement PlansComplianceTPABenefits ConsultingLaw Firm

About the role

Key responsibilities & impact

Independently perform all annual nondiscrimination testing for plans, including plans with complex designs
Prepare and review Form 5500 filings for larger plans and those with higher complexity
Draft plan amendments for safe harbor addition/removal, eligibility changes, allocation changes, as well as prepare the initial adoption agreement for new plans
Serve as the primary compliance contact for assigned relationship managers
Train and mentor Compliance Analysts on testing methodologies, filing procedures, and firm workflows; may conduct initial quality review of Compliance Analyst work product before submission to senior reviewers
Identify emerging compliance issues in assigned plans (e.g., operational failures, missed amendments, late contributions) and recommend corrective actions
Collect, validate, and reconcile census data and payroll records, resolving data discrepancies independently and escalating systemic data issues to the Director
Participate in the development and refinement of internal procedures, checklists, and training materials to improve consistency and efficiency
Develop and maintain proficiency with all software necessary to perform job duties, particularly Ft William and Relius applications
Meet production standards as established, with increasing emphasis on quality metrics, mentorship contributions, and client communication effectiveness in addition to volume

Requirements

What you’ll need

Bachelor’s degree in business, finance, accounting, human resources, or a related field is preferred
3–7 years of direct experience in retirement plan compliance testing, Form 5500 preparation, or plan document administration within a TPA, recordkeeper, benefits consulting firm, or law firm
Experience with at least one major retirement plan administration software platform (e.g., Relius, Ft William, ASC, Datair)
ASPPA RPF designation achieved or in progress; QKA or other ASPPA/NIPA credentials preferred
Strong proficiency in the use of Microsoft Office software, particularly Excel, is required

Benefits

Comp & perks

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!