ERISA Compliance Analyst

Employee Fiduciary, LLC; Mobile (AL); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

Group life insurance

Short- and long-term disability

401(k) plan

Professional development and certificat

Job summary

Employee Fiduciary, LLC is seeking an ERISA Compliance Analyst for its Compliance Department. This full-time, remote position reports to the Director of Compliance and is based out of Mobile, AL.

The role involves year-end nondiscrimination testing, Form 5500 reporting, and maintaining plan documents while supporting clients’ retirement plans with ERISA expertise.

Qualifications

• Bachelor’s degree in accounting or finance preferred.
• Two or more years of ERISA compliance-related work experience, with accounting coursework, may substitute for a degree.
• Advanced knowledge of Microsoft Excel required.
• Prior experience with Relius or FT William is a plus.

Responsibilities

• Prepare nondiscrimination testing and Form 5500 filings for assigned clients.
• Prepare plan document amendments as needed.
• Maintain knowledge of qualified plan regulations and applicable software.
• Respond to ERISA technical questions from plan sponsors and administrators.
• Follow company policies and procedures.

Skills

Excel

Microsoft Office

Communication skills

Organizational skills

Time management

Education

Bachelor’s degree in accounting or finance

Advanced Excel skills

ASPPA CPC, QPA, or QKA credentials (plus)

Tools

Relius

FT William

CRM software

Job description

Description

Employee Fiduciary LLC is a fast-growing leader in providing affordable, expertly managed 401(k) plans. Our services are designed to make plan administration transparent and stress-free for business owners. We pride ourselves on exceptional service and innovative solutions, and we believe that every dollar spent should deliver a measurable return on investment.

Position Summary

We are currently seeking a full-time ERISA Compliance Analyst to join our Compliance Department. The Compliance Department performs year-end nondiscrimination testing and Form 5500 reporting, prepares and maintains plan documents, and provides ERISA technical support for our clients’ retirement plans.

This is a fully remote position based out of our headquarters in Mobile, AL, and it reports to the Director of Compliance.

This position is eligible to participate in the Company’s benefit plans, including:

• 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!

Key Responsibilities

(Must be able to perform these functions, with or without reasonable accommodation)

• 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

(Required to enable the job holder to perform the essential functions of the role)

• 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

Experience and Education Requirements

• 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