ERISA Governance Specialist

HUB International; Austin (TX); Hybrid; USD 85,000 - 88,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) with match

Company-paid STD

Life Insurance

Parental leave

Hybrid schedule

Job summary

HUB International is seeking an ERISA Compliance Senior Specialist with 3–5 years of retirement plan compliance experience. You will audit, develop policies, and advise internal teams on ERISA matters to ensure regulatory alignment.

The role supports annual filings, client data gathering, and testing like BRF/404a5. A hybrid work schedule follows training, with competitive benefits and a strong focus on professional growth.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field.
• 3–5 years of ERISA compliance experience including audits, policy development, and regulatory reporting.

Responsibilities

• Conduct and manage compliance reviews, audits, and investigations to ensure adherence to ERISA and other relevant regulations.
• Assist in the development and implementation of compliance policies and procedures.
• Provide expert advice on ERISA compliance issues to internal teams.
• Stay informed about changes in legislation and regulations affecting retirement plans, advising on necessary policy adjustments.
• Support the preparation and review of ERISA-required filings and disclosures.
• Work with clients to gather data and ensure completion of various annual compliance tests (BRF, 404a5 and Average Benefits Testing) timely.
• Collaborate with internal stakeholders and external advisers to maintain compliance integrity.
• Facilitate ERISA compliance training for company staff.

Skills

ERISA compliance

Audit experience

Policy development

Regulatory reporting

Analytical skills

Communication

MS Office

Education

Bachelor’s degree in Business Administration or Finance

Tools

SunGard Relius

ASC

FIS

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

About Us:

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW):

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Job Purpose:

We are in search of a skilled ERISA Compliance Senior Specialist with 3-5 years of experience in retirement plan compliance. The candidate will play a critical role in ensuring our operations align with the Employee Retirement Income Security Act (ERISA) and related regulations. This position involves auditing, policy development, and providing expert advice on ERISA compliance matters.

Responsibilities:

• Conduct and manage compliance reviews, audits, and investigations to ensure adherence to ERISA and other relevant regulations.
• Assist in the development and implementation of compliance policies and procedures.
• Provide expert advice on ERISA compliance issues to internal teams.
• Stay informed about changes in legislation and regulations affecting retirement plans, advising on necessary policy adjustments.
• Support the preparation and review of ERISA-required filings and disclosures.
• Work with clients to gather data and ensure completion of various annual compliance test (including BRF, 404a5 and Average Benefits Testing) timely.
• Collaborate with internal stakeholders and external advisors to maintain compliance integrity.
• Facilitate ERISA compliance training for company staff.

Requirements:

• Bachelor’s degree in Business Administration, Finance, or a related field.
• 3-5 years of experience in ERISA compliance, demonstrating a strong understanding of compliance audits, policy development, and regulatory reporting.
• Solid knowledge of ERISA regulations and other applicable laws.
• Exceptional analytical, problem-solving, and organizational skills.
• Effective communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite and relevant compliance software.
• Preferred: General knowledge of ERISA rules and requirements, and experience with one or more compliance/recordkeeping systems (e.g. SunGard Relius, ASC, FIS) Qualified 401(k) Administrator (QKA) or higher ASPPA credential.

Featured Benefits:

$85,000-$88,000 per year 6% yearly discretionary bonus Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Monday-Friday (8am-5pm) 2 weeks of vacation, sick leave, personal days, and floating holidays Hybrid schedule after successful training period Travel: No travel required

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career. Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career The HUB difference HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

Disclaimer

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.