Job Description:
• Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting
• Handle client meetings both in person and via phone
• Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations
• Assist clients with all initial and ongoing plan design and document needs
• Promote awareness and educating all clients regarding their obligations with the IRS and DoL regulations
• Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law
• Accountable for all aspects of valuation reports, participant statements and annual testing
• Review distribution paperwork and coordinate processing of distributions with asset holder
• Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
• Coordinate with all applicable parties to ensure accurate conversion process for new clients
Requirements:
• Bachelor's degree preferred
• 3-5 or more years ERISA experience in the retirement industry
• Experience in analysis of financial data required
• Experience in Relius software desirable, but not required
• Strong Word, Excel, and Outlook skills
• Strong written and oral communication skills
• Strong analytic mentality associated with problem solving skills
• Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
• Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
Benefits:
• Health insurance
• Retirement plans
• Paid time off
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